| Name: | CUNA BROKERAGE SERVICES, INC. |
| Jurisdiction: | Kentucky |
| Profit or Non-Profit: | Profit |
| Legal type: | Foreign Corporation |
| Status: | Active |
| Standing: | Good |
| File Date: | 30 Nov 1992 (32 years ago) |
| Authority Date: | 30 Nov 1992 (32 years ago) |
| Last Annual Report: | 20 Jun 2024 (7 months ago) |
| Organization Number: | 0307947 |
| Industry: | Insurance Agents, Brokers and Service |
| Number of Employees: | Small (0-19) |
| Principal Office: | 5910 Mineral Point Road, Madison, WI 53705 |
| Place of Formation: | WISCONSIN |
| Name | Role |
|---|---|
| Paul D. Barbato | Secretary |
| Name | Role |
|---|---|
| Jenny M. Brock | Treasurer |
| Name | Role |
|---|---|
| William Karls | Director |
| David L. Sweitzer | Director |
| Christopher J Copeland | Director |
| Jennifer Kraus-Florin | Director |
| WILLIAM W. SAYLES | Director |
| MICHAEL G. JONESON | Director |
| GARY L. CUTLER | Director |
| Paul Chong | Director |
| STEVEN A. GOLDBERG | Director |
| ROBERT W. BUSH | Director |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Registered Agent |
| Name | Role |
|---|---|
| Paul Chong | President |
| Name | Status | Expiration Date |
|---|---|---|
| TRUSTAGE WEALTH MANAGEMENT SOLUTIONS | Active | 2028-05-03 |
| CUNA MUTUAL GROUP FINANCIAL ADVISORS | Active | 2026-06-15 |
| CUNA MUTUAL FINANCIAL ADVISORS | Inactive | 2024-10-29 |
| Name | File Date |
|---|---|
| Annual Report | 2024-06-20 |
| Certificate of Assumed Name | 2023-05-03 |
| Annual Report | 2023-04-13 |
| Annual Report | 2022-05-06 |
| Certificate of Assumed Name | 2021-06-15 |
| Annual Report | 2021-06-02 |
| Annual Report | 2020-06-05 |
| Certificate of Assumed Name | 2019-10-29 |
| Annual Report | 2019-04-22 |
| Annual Report | 2018-04-30 |
Date of last update: 14 Jan 2025
Sources: Kentucky Secretary of State
