Back to top

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 April 21, 2017
    • $1.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 9K
      Accounts
    • $181.2K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

Advisors

Current Advisors

# of advisors

842

name start date
Lisa M Brickner
June 2014
John Edward Pesh
April 2013
Gary Philip Dunn
September 1999
Jeffrey David Olbina
February 2016
John Kevin Liegl
January 2011

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cuna Brokerage Services, Inc. Dual Registrant $1,619,338,926
    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
      Jenny Marie Brock Treasurer January, 2017 less than 5%
      Steven Richard Suleski Secretary, Director September, 2015 less than 5%
      David Lawrence Sweitzer Director October, 2016 less than 5%
      Michael Frank Anderson Director December, 2015 less than 5%
      David Matthew Foster President April, 2017 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%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Other