Cuna Brokerage Services, Inc
About this Advisor
John Marek is an investment advisor located in Albuquerque, New Mexico. Currently a registered investment advisor at Cuna Brokerage Services, Inc, they have accumulated 11 years of professional experience. Marek maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Marek is registered to serve clients based out of New Mexico. Marek has gained experience at El Pinto Restaurant, Massmutual Life Insurance Co, Mml Investors Services LLC, Cantina Crossfit, Cetera Advisor Networks LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc and Crossfit Assimilation. Cuna Brokerage Services, Inc is based out of Albuquerque, New Mexico, and operates out of 262 additional offices throughout the United States. Overall, Cuna Brokerage Services, Inc oversees $3 billion in assets across 11,478 client accounts and employs more than 703 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages one accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Cuna Brokerage Services, Inc provides 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
Years of Experience
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Cuna Brokerage Services, Inc Brokerage Details
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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
John Marek Work History
John has 11 years of experience.
Cuna Mutual Group
Cuna Brokerage Services, Inc
Mml Investors Services LLC
Cetera Advisor Networks LLC
Massmutual Life Insurance Co
El Pinto Restaurant
John Marek has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cuna Brokerage Services, Inc
Wilkes Barre, PA
Las Cruces, NM