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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 July 27, 2016
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 6K
      Accounts
    • $211.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

813

name start date
Lisa M Brickner
June 2014
Joan Marie Brestel
June 2015
David Grant Rubin
March 2004
John Richard Shepherd
October 2015
Lawrence Joseph Amenta
October 2005

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cuna Brokerage Services, Inc. Dual Registrant $1,331,394,844
    Members Capital Advisors, Inc. IAR $15,888,299,000

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Frank Anderson Director December, 2015 less than 5%
      Michelle Nicole Niemec Treasurer December, 2015 less than 5%
      David Matthew Foster President December, 2015 less than 5%
      Steven R Suleski Secretary, Director September, 2015 less than 5%
      Ross Drechsel Hansen Vice Presdent, Associate General Counsel September, 2015 less than 5%
      Timothy Sullivan Halevan Vice President, Chief Compliance Officer August, 2014 less than 5%
      Jason Alan Pisarik Director December, 2012 less than 5%
      Michael Todd Defnet Director January, 2015 less than 5%
      Michael Jeffrey Bosco Director August, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

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