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George Joseph Manning

Trustage Investment Management
29 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Trustage Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
363 clients
Average Client Portfolio
$102.6M average
Assets Under Management
$37.3B

Fee Structure

Financial Planning:Investment management only

Location

5910 Mineral Point Rd, Madison, WI, 53705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trustage Investment Management
January 2020 - Present · 6 yrs 1 mo
CUNA Brokerage Services, INC.
March 2017 - Present · 8 yrs 11 mos
CUNA Brokerage Services, INC.Broker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
CUNA Brokerage Services, INC.
April 2017 - October 2019 · 2 yrs 6 mos
Lincoln Financial Distributors, INC.Broker
March 2014 - December 2015 · 1 yr 9 mos
Ngam Advisors, L.P.
March 2010 - October 2012 · 2 yrs 7 mos
Ngam Distribution, L.P.Broker
March 2010 - October 2012 · 2 yrs 7 mos
Alliancebernstein Investments, INC.Broker
June 2007 - March 2009 · 1 yr 9 mos
Alliancebernstein L.P.
June 2007 - March 2009 · 1 yr 9 mos
Princor Financial Services Corporation
August 2005 - May 2007 · 1 yr 9 mos
Princor Financial Services CorporationBroker
January 2004 - May 2007 · 3 yrs 4 mos
Mmc Securities CORP
November 2002 - December 2003 · 1 yr 1 mo
Mmc Securities CORP.Broker
May 2002 - December 2003 · 1 yr 7 mos
John Hancock Funds, INC.Broker
May 2000 - April 2001 · 11 mos
Putnam Mutual Funds CORP.Broker
February 1993 - December 1999 · 6 yrs 10 mos
Fidelity Investments Institutional Services Company, INC.Broker
February 1991 - January 1993 · 1 yr 11 mos
Pruco Securities CorporationBroker
March 1988 - April 1988 · 1 mo
State Registrations13 states
CTDEMAMDMENHNJNYPARIVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.