Helen
Alexander

Cuna Brokerage Services, Inc

CRD#2750170
Investment Advisor
in Portland, OR
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About this Advisor

Helen Alexander is a certified financial planner and chartered financial consultant whose office is in Portland, Oregon. Currently a registered advisor at Cuna Brokerage Services, Inc, Alexander has 10 years of professional experience in the financial advisory industry. Alexander maintains Series 63 and Series 66 licenses, designating them as a securities agent. Alexander can advise clients in Oregon and Washington. Their career trajectory has included roles at U.S. Bancorp Investments, Inc, Mhn Government Services, Cuna Mutual Group and Cuna Brokerage Services, Inc. Cuna Brokerage Services, Inc is based out of Portland, Oregon, and operates out of 214 additional locations in the nation. In aggregate, Cuna Brokerage Services, Inc manages $2 billion in assets throughout 8,211 client accounts and employs more than 673 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the nation. None of the investment firm's 8,211 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Cuna Brokerage Services, Inc offers financial planning services, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 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

12630 Se Division St
Portland, OR 97236

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,246,403,741

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

734

OR Average: 166
Total Number of Accounts

7,426

OR Average: 7,189
Average Account Size

$302,505

OR 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

Helen Alexander Work History

Helen has 10 years of experience.

2011 - Present (8 years)

Cuna Mutual Group

2011 - Present (8 years)

Cuna Brokerage Services, Inc

2010 - 2011 (1 year)

Mhn Government Services

2008 - 2010 (2 years)

U.S. Bancorp Investments, Inc

Disclosures

Helen Alexander has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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