Michael
Suggs

Cuna Brokerage Services, Inc

CRD#5974003
Investment Advisor
in Shreveport, LA

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About this Advisor

Michael Suggs is an advisor who works out of Shreveport, Louisiana. Currently a registered financial advisor with Cuna Brokerage Services, Inc, Suggs has 11 years of practice as an investment advisor. Suggs has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Suggs is able to work with investors based out of Louisiana and Texas. Suggs has gained experience at Superior Imaging, LLC, Grainger Industrial Supply, Edward Jones, Wells Fargo Advisors LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group and Allstate Insurance Company. Cuna Brokerage Services, Inc is headquartered in Shreveport, Louisiana, and has 214 brick-and-mortar locations in the country. As a company, Cuna Brokerage Services, Inc oversees $2 billion in assets covering 7,426 client accounts and retains more than 734 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cuna Brokerage Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

Yes

Office Location

1560 E. 70Th Street
Shreveport, LA 71105

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,246,403,741

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

734

LA Average: 166
Total Number of Accounts

7,426

LA Average: 7,189
Average Account Size

$302,505

LA 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

Michael Suggs Work History

Michael has 12 years of experience.

2019 - Present (1 year)

Cuna Brokerage Services, Inc

2019 - Present (1 year)

Cuna Mutual Group

2018 - 2019 (1 year)

Allstate Insurance Company

2015 - 2018 (3 years)

Cuna Brokerage Services, Inc

2015 - 2018 (3 years)

Cuna Mutual Group

2014 - 2015 (1 year)

Wells Fargo Advisors LLC

2011 - 2014 (3 years)

Edward Jones

2009 - 2011 (2 years)

Superior Imaging, LLC

2008 - 2011 (3 years)

Grainger Industrial Supply

Disclosures

Michael Suggs has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuna Brokerage Services, Inc

Jeffrey Schriner
Elizabethtown, KY
Danielle Faison
Minneapolis, MN
Anja Hartleb-Parson
Madison, WI
Katryna Wright
Brentwood, TN
Jeffrey Blum
Madison, WI
Cathryn Cole
Mondovi, WI
David Chumley
Granite City, IL
Julie Hunt
Waverly, IA

This content was compiled from the SEC and FINRA.

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