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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 7, 2016
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $292.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

775

name start date
Rhiannon R.L. Hinz
January 2014
Rachelle Elaine Keith
October 2015
James Edward Gallagher
September 2005
Ryan Patrick Myers
February 2015
Kathy L Chesney
September 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cuna Brokerage Services, Inc. Dual Registrant $1,124,199,161
    Members Capital Advisors, Inc. IAR $14,862,275,000

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Angela Kari Campbell Assistant Secretary June, 2013 less than 5%
      Jason Alan Pisarik Director December, 2012 less than 5%
      Christopher Copeland Director January, 2015 less than 5%
      Michael Todd Defnet Director January, 2015 less than 5%
      Kevin S Thompson Vice Presdent, Secretary, Associate General Counsel June, 2013 less than 5%
      Nanette Lee Strennen Treasurer June, 2013 less than 5%
      Michael Jeffrey Bosco Director August, 2014 less than 5%
      Timothy Sullivan Halevan President, Chief Compliance Officer August, 2014 less than 5%
      Thomas Joseph Merfeld Director February, 2012 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Financial Planning And Retainer Fees Exp. Reimb., Rev. Sharing