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JL

John A. Laudadio

CUNA BROKERAGE SERVICES
Allison, IA
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CRD#: 2215068
JL

Professional summary


John Anthony Laudadio, who also goes by John A Laudadio, John Anthony Laudadio, John Laudadio, is a registered financial professional currently at CUNA BROKERAGE SERVICES, INC. located in Allison, Iowa.

John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John A Laudadio | John Anthony Laudadio | John Laudadio

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 John Anthony Laudadio'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

April 29, 2024 - Present

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Allison, IA
Past

May 1, 2023 - April 15, 2024

BARNABAS CAPITAL, LLC

BD
CRD#: 297890
CHARLOTTE, NC
Past

January 22, 2022 - December 2, 2022

MATRIX 360 DISTRIBUTORS, LLC

BD
CRD#: 159715
FAIRWAY, KS
Past

May 13, 2021 - December 21, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

September 20, 2017 - November 28, 2018

INCAPITAL DISTRIBUTORS LLC

BD
CRD#: 156622
DELRAY BEACH, FL
Past

September 20, 2017 - April 8, 2021

INSPEREX LLC

BD
CRD#: 101420
DELRAY BEACH, FL
Past

July 15, 2008 - February 7, 2017

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

June 28, 1999 - July 2, 2008

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

March 23, 1992 - May 24, 1999

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT

State Registrations and Notice Filings


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

RR
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

RR
Delaware
(4/29/2024)
RR
Pennsylvania
(4/29/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CB
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

BD
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

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

Direct owners and executive officers


NamePositionCRD#
CUNA MUTUAL INVESTMENT CORPORATIONOWNER
BARBATO, PAUL DAMIENSENIOR VICE PRESIDENT7064310
BOAN, JOSEPH SALVATOREPRESIDENT/DIRECTOR2379993
BROCK, JENNY MARIETREASURER6654483
COPELAND, CHRISTOPHER JUDDDIRECTOR6437117
HABERSTICH, MELISSA MCHIEF COMPLIANCE OFFICER4190838
KARLS, WILLIAM ANTONDIRECTOR6847792
POPPE, CHRISTINE ELIZABETHLICENSING OFFICER4080909
SCHULTZ, TAMMY LYNNDIRECTOR7991087
THOMAS, BARTH TSECRETARY/DIRECTOR2849100

Regulatory assets under management


Total Number of Accounts20,233
AUM (Assets Under Management)$ 5,790,352,615

Disclosures


Regulatory Event5
Arbitration6

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.

Company Information


CUNA BROKERAGE SERVICES, INC.

CRD#: 13941Allison, IA

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