George
Manning
Trustage Investment Management
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About this Advisor
George Manning is a financial advisor based in Madison, Wisconsin, working with Trustage Investment Management. George has previously held positions at Cuna Mutual Group, Cuna Brokerage Services, Inc, and Lincoln Financial Distributors. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, George is part of Trustage Investment Management, which operates out of Madison, Wisconsin. The firm has 1 office and 64 employees. The firm manages assets totaling $35.5 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Trustage Investment Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trustage Investment Management Brokerage Details
$35,460,961,000
64
350
$101,317,031
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
George Manning Work History
Cuna Mutual Group
Cuna Brokerage Services, Inc
Lincoln Financial Distributors
Disclosures
Please visit the SEC profile of George Manning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trustage Investment Management
Madison, WI
Madison, WI
Madison, WI
Chesterfield, VA
Madison, WI
Madison, WI
Madison, WI
Charlottesville, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
