CUNA Brokerage Services
Industry: Company
DescriptionFounded: 1985 Parent organization: CMFG Life Insurance Company Subsidiary: Cuna Brokerage Services, Inc., Asset Management Arm
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CUNA Brokerage Services Employees
Employee
Years
Job
Industry
Duane Johnson Duane Johnson's CUNA Brokerage Services Experience 2004 - 2010
Job VP Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Flagstar Bank December 2011 - January 2014
Packerland Brokerage Services May 2010 - December 2011
CUNA Brokerage Services 2004 - 2010
CUNA Brokerage Services July 2000 - July 2004
Morgan Stanley Smith Barney January 1998 - January 2000
Skills
Strategic Financial..., Coaching, Management, Sales Process, Project Planning, Relationship Management, Insurance, Series 7, Leadership, Business Development, Strategy, Banking, Start-ups, Finance, Investments, Financial Services, Program Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Series 63, FINRA, Financial Planners, Financial Planning
Education
Eastern Michigan University
BS, Math and Economics
The American College
CLU ChFC, Chartered Financial Consultant
Charles Schwab March 2014 - Present
Flagstar Bank December 2011 - January 2014
Packerland Brokerage Services May 2010 - December 2011
CUNA Brokerage Services 2004 - 2010
CUNA Brokerage Services July 2000 - July 2004
Morgan Stanley Smith Barney January 1998 - January 2000
Skills
Strategic Financial..., Coaching, Management, Sales Process, Project Planning, Relationship Management, Insurance, Series 7, Leadership, Business Development, Strategy, Banking, Start-ups, Finance, Investments, Financial Services, Program Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Series 63, FINRA, Financial Planners, Financial Planning
Education
Eastern Michigan University
BS, Math and Economics
The American College
CLU ChFC, Chartered Financial Consultant
Brian Bourdon, AIF Brian Bourdon, AIF's CUNA Brokerage Services Experience February 2015 - Present
Job Financial Advisor, Fairfax County Credit Union
Industry Financial Services
Experience
Cuna Brokerage Services February 2015 - Present
OV Capital Management August 2008 - November 2014
Skills
Portfolio Management, Investments, Fixed Income, Real Estate, Equities, Strategic Planning
Education
Grand Valley State University
Cuna Brokerage Services February 2015 - Present
OV Capital Management August 2008 - November 2014
Skills
Portfolio Management, Investments, Fixed Income, Real Estate, Equities, Strategic Planning
Education
Grand Valley State University
Melissa Haberstich Melissa Haberstich's CUNA Brokerage Services Experience 2011 - February 2014
Job Compliance Manager at CUNA Brokerage Services
Industry Investment Management
Experience
CUNA Brokerage Services, Inc February 2014 - Present
CUNA Brokerage Services 2011 - February 2014
CUNA Brokerage Services September 2003 - August 2011
Education
University of Phoenix 1995 — 1997
Master's degree, Organizational Management
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Business Communications
CUNA Brokerage Services, Inc February 2014 - Present
CUNA Brokerage Services 2011 - February 2014
CUNA Brokerage Services September 2003 - August 2011
Education
University of Phoenix 1995 — 1997
Master's degree, Organizational Management
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Business Communications
Brett LaFerrera Brett LaFerrera's CUNA Brokerage Services Experience September 1997 - March 2000
Job Senior Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2010 - Present
Transamerica September 2008 - January 2010
Security Benefit July 2002 - September 2008
Gold Bank March 2000 - May 2002
CUNA Brokerage Services September 1997 - March 2000
Skills
Mutual Funds, Fixed Annuities, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Variable Annuities, Strategy, Sales, Bonds, Finance, Equities, Financial Planners, Selling, Sales Operations, Customer Service, 403 b, Series 63, Annuity Sales, Series 7
Education
University of Missouri-Kansas City 2000 — 2001
University of Wisconsin-Madison 1988 — 1992
BA, Political Economy
VALIC January 2010 - Present
Transamerica September 2008 - January 2010
Security Benefit July 2002 - September 2008
Gold Bank March 2000 - May 2002
CUNA Brokerage Services September 1997 - March 2000
Skills
Mutual Funds, Fixed Annuities, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Variable Annuities, Strategy, Sales, Bonds, Finance, Equities, Financial Planners, Selling, Sales Operations, Customer Service, 403 b, Series 63, Annuity Sales, Series 7
Education
University of Missouri-Kansas City 2000 — 2001
University of Wisconsin-Madison 1988 — 1992
BA, Political Economy
Gary Zane's CUNA Brokerage Services Experience June 2013 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
CUNA Brokerage Services June 2013 - Present
Edward Jones July 2008 - July 2012
MidSouth Federal Credit Union September 2004 - September 2007
Alabama Credit Union 2002 - 2004
Coosa Pines Federal Credit Union 1999 - 2002
Auto Credit Finance, LLC 1995 - 1999
GECC Financial Services/PSFS/Ford Consumer Finance 1978 - 1995
Skills
Investments, Retirement Planning, Financial Advisory, Life Insurance, Long Term Care Insurance, College Savings Plans, Annuities, Mutual Funds, Sales, Sales Process, Management, Operations, Series 7, Series 63, Portfolio Management
Education
Appalachian State University 1975 — 1977
BS, Business Administration
CUNA Brokerage Services June 2013 - Present
Edward Jones July 2008 - July 2012
MidSouth Federal Credit Union September 2004 - September 2007
Alabama Credit Union 2002 - 2004
Coosa Pines Federal Credit Union 1999 - 2002
Auto Credit Finance, LLC 1995 - 1999
GECC Financial Services/PSFS/Ford Consumer Finance 1978 - 1995
Skills
Investments, Retirement Planning, Financial Advisory, Life Insurance, Long Term Care Insurance, College Savings Plans, Annuities, Mutual Funds, Sales, Sales Process, Management, Operations, Series 7, Series 63, Portfolio Management
Education
Appalachian State University 1975 — 1977
BS, Business Administration
Donnie Dishaw's CUNA Brokerage Services Experience December 1995 - November 2001
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. The Dishaw and Karchmer Team December 2001 - Present
Merrill Lynch December 2001 - November 2008
Cuna Brokerage Services December 1995 - November 2001
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Equities, Series 63, Retirement, Securities
Education
University of Houston 1989 — 1992
B.A.
East Central University 1987 — 1988
UBS Financial Services Inc. The Dishaw and Karchmer Team December 2001 - Present
Merrill Lynch December 2001 - November 2008
Cuna Brokerage Services December 1995 - November 2001
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Equities, Series 63, Retirement, Securities
Education
University of Houston 1989 — 1992
B.A.
East Central University 1987 — 1988
Shelley Ellis's CUNA Brokerage Services Experience 1993 - 1997
Job PROFESSIONAL at LISA HIGGINGS, CPA
Industry Accounting
Experience
LISA HIGGINGS, CPA Director, Project MgmtCUNA Mutual Group1994 - 1997
CUNA BROKERAGE SERVICES 1993 - 1997
Fidelity 1983 - 1992
Education
University of Arkansas 1979 — 1983
BBA, FINANCE
LISA HIGGINGS, CPA Director, Project MgmtCUNA Mutual Group1994 - 1997
CUNA BROKERAGE SERVICES 1993 - 1997
Fidelity 1983 - 1992
Education
University of Arkansas 1979 — 1983
BBA, FINANCE
Jim Koczara's CUNA Brokerage Services Experience November 2002 - July 2011
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC July 2011 - Present
CUNA Brokerage Services November 2002 - July 2011
Skills
Retirement Planning, Mutual Funds, Series 7, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Investment Strategies, Securities, IRAs, Financial Advisory, Fixed Annuities, 401k
Education
Michigan State University 1989 — 1991
Michigan State University - The Eli Broad College of Business
Cetera Advisor Networks LLC July 2011 - Present
CUNA Brokerage Services November 2002 - July 2011
Skills
Retirement Planning, Mutual Funds, Series 7, Investment Advisory, Wealth Management, Asset Allocation, Retirement, Investment Strategies, Securities, IRAs, Financial Advisory, Fixed Annuities, 401k
Education
Michigan State University 1989 — 1991
Michigan State University - The Eli Broad College of Business
Tom Binversie's CUNA Brokerage Services Experience March 2008 - Present
Job Financial Advisor at CUNA Brokerage Services, Inc.
Industry Financial Services
Experience
CUNA Brokerage Services March 2008 - Present
Northwestern Mutual Life September 2001 - February 2008
Northwestern Mutual Life 2001 - 2008
Skills
Customer Service, Estate Planning, Financial Planning, Finance, Fixed Annuities, Insurance, Leadership, Investments, Long-term Care, Life Insurance, Marketing, Mutual Funds, Retirement, Series 63, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building
Education
Lakeland College 1990 — 1993
BA, Business Administration, International Business
CUNA Brokerage Services March 2008 - Present
Northwestern Mutual Life September 2001 - February 2008
Northwestern Mutual Life 2001 - 2008
Skills
Customer Service, Estate Planning, Financial Planning, Finance, Fixed Annuities, Insurance, Leadership, Investments, Long-term Care, Life Insurance, Marketing, Mutual Funds, Retirement, Series 63, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building
Education
Lakeland College 1990 — 1993
BA, Business Administration, International Business
Tim Milks's CUNA Brokerage Services Experience August 2014 - Present
Job Sales Consultant
Industry Financial Services
Experience
CUNA Brokerage Services August 2014 - Present
Principal Financial Group May 1998 - April 2000
US Navy 1993 - 1995
Skills
Series 7, Insurance, Investments, Series 63, Securities, Fixed Annuities, Series 24, 401k, Retirement, Mutual Funds, IRAs, Life Insurance, Financial Advisory, Management, Financial Services
Education
University of Northern Iowa 1995 — 1998
Bachelor of Arts (BA), Education
Loras College 1991 — 1993
Education
CUNA Brokerage Services August 2014 - Present
Principal Financial Group May 1998 - April 2000
US Navy 1993 - 1995
Skills
Series 7, Insurance, Investments, Series 63, Securities, Fixed Annuities, Series 24, 401k, Retirement, Mutual Funds, IRAs, Life Insurance, Financial Advisory, Management, Financial Services
Education
University of Northern Iowa 1995 — 1998
Bachelor of Arts (BA), Education
Loras College 1991 — 1993
Education
Ralph Wagner's CUNA Brokerage Services Experience March 2009 - July 2013
Job Program Sales Manager at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
CUNA Mutual Group January 2014 - Present
CUNA Brokerage Services March 2009 - July 2013
Wachovia Bank February 2001 - March 2005
AXA Advisors February 1995 - February 2001
Skills
Sales, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Retirement, Health Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Strategic Financial..., Investments, Financial Services, Wealth Management, Series 7, Mutual Funds, Risk Management
Education
Central Connecticut State University 1969 — 1973
Bachelor's degree, Education
Xavier High School
Education
Paul Meldrum's CUNA Brokerage Services Experience October 2008 - January 2015
Job Financial Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP at America First Credit Union January 2015 - Present
CUNA Brokerage Services October 2008 - January 2015
Investor Game Plan LLC November 2007 - October 2008
TD Ameritrade August 2003 - November 2007
Charles Schwab December 1991 - December 2001
Dean Witter Reynolds Inc. November 1983 - September 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...
Education
Brigham Young University 1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance
CUSO Financial Services, LP at America First Credit Union January 2015 - Present
CUNA Brokerage Services October 2008 - January 2015
Investor Game Plan LLC November 2007 - October 2008
TD Ameritrade August 2003 - November 2007
Charles Schwab December 1991 - December 2001
Dean Witter Reynolds Inc. November 1983 - September 1988
Skills
Finra Series 7, Finra Series 63, Finra Series 65, Finra Series 8, Insurance License:...
Education
Brigham Young University 1974 — 1980
Bachelor's Degree, Business Management. Emphasis in Marketing and Flinance
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