Notification of Changes for Business Entity
General Information  
Business Entity Name: CUNA BROKERAGE SERVICES, INC.
Incorporation / Formation Date:  
FEIN: 39-1437257
Ohio License Number:
NPN:
DBA / Trade Name:  
State of Domicile: WI
County: DANE
Business Address  
Address 1: 5910 MINERAL POINT ROAD
Address 2:  
City: MADISON
State: WI
Zip: 53705
Phone: 319-483-3552
Fax: 608-236-6007
Business Web Site Address:  
Business Email Address:  
Mailing Address  
Address 1: 5910 MINERAL POINT ROAD
Address 2:  
City: MADISON
State: WI
Zip: 53705
   
Indicate the type of change you are seeking
Address Change: NO
Business Entity Name Change: NO Old Business Entity Name:  
New DBA/Trade Name: NO New DBA/Trade Name:  
Amend DBA/Trade Name: NO Old DBA/Trade Name:  
Add/Delete Producers, Members, Owners, Partners, Officers and/or Directors: YES
   
Licensed Producers
Name Title NPN Add Delete Eff. Date
           
Members, Owners, Partners, Officers and Directors
Name Title Identifying # Add Delete Eff. Date
DAVID M. FOSTER PRESIDENT 526-13-7067 YES   4/7/2017
KEVIN S. THOMPSON PRESIDENT 398-56-8955   YES 4/7/2017
JENNY M. BROCK TREASURER 388-90-1716 YES   1/20/2017
MICHELLE N. NIEMEC TREASURER 301-84-6077   YES 1/20/2017
Title Business Entities Only
1. Is any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance? (i.e. banking, auto dealer, mortgage company)
2. Has any member, producer, owner, share holder, manager, partner, officer or director currently engaged in deriving income from or affiliated with (other than as a customer) any business or profession other than insurance since the filing of the previous CN-65 or the original application?
3. If the answer to questions #1 or #2 is yes, identify the business or profession and the nature of person's involvement  
Submitted By  
Submitted By: CHRISTINE POPPE
Title: LICENSING OFFICER
Phone Number: 319.483.2573
Email Address: CUNAMUTUALLICENSINGDEPARTMENT@CUNAMUTUAL.COM