Laraine
Dickerson

Cuna Brokerage Services, Inc

CRD#6137661
Investment Advisor
in Denver, CO
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About this Advisor

Laraine Dickerson is a certified financial planner working out of Denver, Colorado, who has been in the industry for 10 years. Dickerson currently works for Cuna Brokerage Services, Inc. Throughout their career, they have worked at Remedy Intelligent Staffing, Cuso Financial Services, Lp, Gateway Services Group, T. Charles Wilson Insurance Service, Gudka Financial Services / Allstate Insurance, Volt Workforce Solutions, Work For Progress / Progressive Future, Cuna Mutual Group and Cuna Brokerage Services. Dickerson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Cuna Brokerage Services, Inc is an advisory business that has its headquarters in Denver, Colorado. It has offices in 214 locations and a total of 673 people on staff. It manages $2 billion in assets under management across its 8,211 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves three charitable organizations. Cuna Brokerage Services, Inc offers a set of services, such as financial planning services, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on the financial services. However, fee types billed by Cuna Brokerage Services, Inc likely include some blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

7055 E Evan Ave
Denver, CO 80224

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,123,544,825

CO Average: $9,259,360,772
Total Number of Employees

673

CO Average: 166
Total Number of Accounts

8,211

CO Average: 7,189
Average Account Size

$258,622

CO Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Laraine Dickerson Work History

Laraine has 10 years of experience.

2018 - Present (1 years)

Cuna Mutual Group

2018 - Present (1 years)

Cuna Brokerage Services

2012 - 2018 (6 years)

Cuso Financial Services, Lp

2012 - 2018 (6 years)

Gateway Services Group

2011 - 2011 (0 years)

Remedy Intelligent Staffing

2011 - 2012 (1 years)

T. Charles Wilson Insurance Service

2009 - 2011 (2 years)

Gudka Financial Services / Allstate Insurance

2009 - 2009 (0 years)

Volt Workforce Solutions

2008 - 2008 (0 years)

Work For Progress / Progressive Future

Disclosures

Laraine Dickerson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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