Daniel
Harmeyer

Cuna Brokerage Services, Inc

CRD#1643054
Investment Advisor
in Atlanta, GA
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About this Advisor

Daniel Harmeyer is a certified financial planner working out of Atlanta, Georgia, with 14 years of experience as a financial advisor. Harmeyer works at Cuna Brokerage Services, Inc. Their career trajectory has included roles at Healthy Water Solutions, Legacy Advisors, Axa Advisors, LLC, Allstate Insurance Co, Cuna Mutual Group and Cuna Brokerage Services, Inc. Harmeyer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Cuna Brokerage Services, Inc is a financial advisory firm that has its headquarters in Atlanta, Georgia. The firm has offices in 214 locations and a total of 673 advisors. It oversees $2 billion in total assets among its 8,211 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to three charitable organizations. Cuna Brokerage Services, Inc has a few services, including financial planning services, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually depend on the financial services offered. Fee types charged by Cuna Brokerage Services, Inc most likely are comprised of some combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

2301 Parklake Dr Ne
Atlanta, GA 30345

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,246,403,741

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

734

GA Average: 166
Total Number of Accounts

7,426

GA Average: 7,189
Average Account Size

$302,505

GA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Daniel Harmeyer Work History

Daniel has 14 years of experience.

2015 - Present (4 years)

Cuna Mutual Group

2015 - Present (4 years)

Cuna Brokerage Services, Inc

2013 - 2015 (2 years)

Allstate Insurance Co

2012 - 2013 (1 years)

Axa Advisors, LLC

2010 - 2012 (2 years)

Legacy Advisors

2004 - 2009 (5 years)

Healthy Water Solutions

Disclosures

Daniel Harmeyer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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