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Trustage Investment Management CRD 105960
$39.5B regulatory AUM 106 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2012-10-12 |
Branch Locations
5910 Mineral Point Rd, Madison, WI 53705 • United States
Broomfield, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 11/2006 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-01 |
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