Paul Villanova

CUNA BROKERAGE SERVICES

Allison, IA

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CRD#: 1555352

Professional summary

Paul Villanova, who also goes by Paul VIncent Villanova, is a registered financial professional currently at CUNA BROKERAGE SERVICES, INC. located in Allison, Iowa.

Paul is registered as a RR (Registered Representative) and started their career in finance in 1991. Paul has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Paul Vincent Villanova

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul Villanova's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 11, 2025 - Present

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Allison, IA

Past

January 29, 2020 - October 15, 2024

CLARENDON INSURANCE AGENCY, INC.

CRD#: 7395

WALTHAM, MA

Past

December 18, 2018 - December 23, 2019

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

Ft. Walton Beach, FL

Past

December 5, 2016 - December 23, 2019

BBVA SECURITIES INC.

CRD#: 27060

FORT WALTON BEACH, FL

Past

August 13, 2014 - August 31, 2016

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

January 4, 2013 - August 6, 2014

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

December 3, 2012 - December 12, 2012

SYMETRA SECURITIES, INC.

CRD#: 739

BELLEVUE, WA

Past

April 25, 2012 - December 3, 2012

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

Past

August 23, 2001 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

January 30, 2001 - July 2, 2001

CONSECO EQUITY SALES, INC.

CRD#: 4125

CARMEL, IN

Past

June 1, 1999 - May 12, 2000

ING FUNDS DISTRIBUTOR, INC.

CRD#: 36461

WILMINGTON, DE

Past

March 1, 1995 - October 14, 1998

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

August 21, 1991 - March 1, 1995

COLONIAL INVESTMENT SERVICES

CRD#: 25929

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/12/2025)

Florida
(3/11/2025)

Georgia
(3/12/2025)

Indiana
(3/12/2025)

Kentucky
(3/12/2025)

North Carolina
(3/12/2025)

South Carolina
(3/12/2025)

Tennessee
(3/12/2025)

Virginia
(3/12/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 11/15/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/20/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/2017

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 4/10/2006

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC. | TRUSTAGE WEALTH MANAGEMENT SOLUTIONS DBA OF CUNA BROKERAGE | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS WESTCONSIN INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS TENNESSEE VALLEY INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS SUNMARK LIFE STAGE ADVISORY | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS SUNMARK LIFE STAGE ADVISORY | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS MECU INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS FIRST WEALTH ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS FINANCIALEDGE ADVISORY GROUP | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS ENVISTA INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS CUNA MUTUAL GROUP FINANCIAL ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS CLEARVIEW INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS BCU INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS ALEC INVESTMENT ADVISORS | CUNA BROKERAGE SERVICES, INC. DOING BUSINESS AS AAFCU INVESTMENT & RETIREMENT ADVISORS

CRD#: 13941 / SEC#: 801-60099, 8-30027

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

2000 Heritage Way, Waverly, IA 50677

Mailing Address

2000 Heritage Way, Waverly, IA 50677

Phone number

(319) 352-4090

Established

Wisconsin since 05/11/1983

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

716

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CBSI WRAP FEE BROCHURE 3-2022 (3/31/2022)

CBSI FORM ADV 2A 3-2022 (3/31/2022)

Direct owners and executive officers

Name	Position	CRD#
CUNA MUTUAL INVESTMENT CORPORATION	OWNER
BARBATO, PAUL DAMIEN	SENIOR VICE PRESIDENT	7064310
BOAN, JOSEPH SALVATORE	PRESIDENT/DIRECTOR	2379993
BROCK, JENNY MARIE	TREASURER	6654483
COPELAND, CHRISTOPHER JUDD	DIRECTOR	6437117
HABERSTICH, MELISSA M	CHIEF COMPLIANCE OFFICER	4190838
KARLS, WILLIAM ANTON	DIRECTOR	6847792
POPPE, CHRISTINE ELIZABETH	LICENSING OFFICER	4080909
SCHULTZ, TAMMY LYNN	DIRECTOR	7991087
THOMAS, BARTH T	SECRETARY/DIRECTOR	2849100

Regulatory assets under management

Total Number of Accounts	20,233
AUM (Assets Under Management)	$ 5,790,352,615

Disclosures

Regulatory Event	5
Arbitration	6

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paul Villanova

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul Villanova's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARENDON INSURANCE AGENCY, INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

BBVA SECURITIES INC.

EQUITABLE DISTRIBUTORS, LLC

COREBRIDGE CAPITAL SERVICES, INC.

SYMETRA SECURITIES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CONSECO EQUITY SALES, INC.

ING FUNDS DISTRIBUTOR, INC.

BOFA DISTRIBUTORS, INC.

COLONIAL INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2018

Series 63

Date: 11/14/1995

SIE

Date: 10/1/2018

Series 7

Date: 4/28/1993

Series 6

Date: 6/20/1990

Series 24

Date: 3/30/2017

Series 26

Date: 4/10/2006

FINRA

Current Firm

CUNA BROKERAGE SERVICES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CUNA BROKERAGE SERVICES, INC.

TRUST BUT VERIFY

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