John
Marek

Cuna Brokerage Services, Inc

CRD#4734314
Investment Advisor
in Albuquerque, NM

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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

Series 66

Years of Experience

11 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

3707 Juan Tabo Blvd., Ne
Albuquerque, NM 87111-3924

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,789,178,549

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

703

NM Average: 166
Total Number of Accounts

11,478

NM Average: 7,189
Average Account Size

$243,002

NM 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

John Marek Work History

John has 11 years of experience.

2018 - Present (3 years)

Cuna Mutual Group

2018 - Present (3 years)

Cuna Brokerage Services, Inc

2018 - Present (3 years)

Crossfit Assimilation

2015 - 2015 (< 1 year)

Mml Investors Services LLC

2015 - 2018 (3 years)

Cetera Advisor Networks LLC

2014 - 2015 (1 year)

Massmutual Life Insurance Co

2014 - 2015 (1 year)

Cantina Crossfit

2011 - 2012 (1 year)

El Pinto Restaurant

Disclosures

John Marek has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuna Brokerage Services, Inc

Robert Ethridge
Collierville, TN
Alexandra Marquez
Guaynabo, PR
Jason Healy
Decatur, AL
Sean Ryan
Watertown, NY
Daniel Guibert
Minneapolis, MN
James Vanwert
Wilkes Barre, PA
Erik Jaime
Las Cruces, NM
Trenton Schrader
Mukilteo, WA

This content was compiled from the SEC and FINRA.

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