| Name: | CUNA BROKERAGE SERVICES, INC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 04 Oct 1991 (34 years ago) |
| Identification Number: | 000068041 |
| Place of Formation: | WISCONSIN |
| Principal Address: | 5910 MINERAL POINT ROAD, MADISON, WI, 53705, USA |
| Purpose: | BROKER/DEALER AND INVESTMENT ADVISOR |
| Fictitious names: |
TruStage Wealth Management Solutions (trading name, 2023-05-03 - ) Cuna Mutual Group Financial Advisors (trading name, 2021-06-02 - 2024-08-09) CUNA Mutual Financial Advisors (trading name, 2019-11-04 - 2024-08-09) |
NAICS
523999 Miscellaneous Financial Investment ActivitiesThis U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| PAUL CHONG | PRESIDENT | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| Name | Role | Address |
|---|---|---|
| JENNY M. BROCK | TREASURER | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| Name | Role | Address |
|---|---|---|
| PAUL D. BARBATO | SECRETARY | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| Name | Role | Address |
|---|---|---|
| WILLIAM KARLS | DIRECTOR | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| CHRISTOPHER J COPELAND | DIRECTOR | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| PAUL CHONG | DIRECTOR | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| DAVID L. SWEITZER | DIRECTOR | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| JENNIFER KRAUS-FLORIN | DIRECTOR | 5910 MINERAL POINT ROAD MADISON, WI 53705 USA |
| Number | Name | File Date |
|---|---|---|
| 202458714160 | Statement of Abandonment of Use of Fictitious Business Name | 2024-08-09 |
| 202458714340 | Statement of Abandonment of Use of Fictitious Business Name | 2024-08-09 |
| 202455274900 | Annual Report | 2024-06-04 |
| 202335222070 | Fictitious Business Name Statement | 2023-05-03 |
| 202332698030 | Annual Report | 2023-04-11 |
| 202215103150 | Annual Report | 2022-04-19 |
| 202197743360 | Fictitious Business Name Statement | 2021-06-02 |
| 202190057590 | Annual Report | 2021-02-05 |
| 202033328290 | Annual Report | 2020-01-29 |
| 201926799670 | Fictitious Business Name Statement | 2019-11-04 |
Date of last update: 08 Apr 2025
Sources: Rhode Island Department of State
