CUNA BROKERAGE SERVICES, INC.
SEC file number 801-60099
· WAVERLY, IA
https://cunabrokerage.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$5.79B
Discretionary AUM
$24.3M
Employees
716
Clients
17
Firm
- Address
- 2000 HERITAGE WAY
WAVERLY, IA 50677 - Phone
- —
- Website
- https://cunabrokerage.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Cunat Exchange IX DST Low name-match confidence · CIK 2083368 · IL
- Cunat Exchange VIII DST Low name-match confidence · CIK 2083370 · IL
- Cunat Exchange X DST Low name-match confidence · CIK 2154995 · IL
- Lacunae Fund, LP Low name-match confidence · CIK 2138499 · FL
- VICUNA CAPITAL I, L.P. Low name-match confidence · CIK 1071851 · CT
-
Cunat Exchange X DST · D · Oct 1, 2026$59.1M
-
Lacunae Fund, LP · D/A · Jun 11, 2026
-
Lacunae Fund, LP · D · Jun 9, 2026
-
Cunat Exchange VIII DST · D/A · Mar 2, 2026$19M
-
Cunat Exchange IX DST · D/A · Mar 2, 2026$14.6M
-
VICUNA CAPITAL I, L.P. · D/A · Dec 12, 2025
-
Cunat Exchange VIII DST · D · Aug 26, 2025$19M
-
Cunat Exchange IX DST · D · Aug 26, 2025$14.6M