Tracy Allison New
Investment adviser representative at Trustage Investment Management
10 yearsExperience
1 stateRegistered in
$39.5BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Trustage Investment ManagementNov 2022 to now
- Cuna Brokerage ServicesMay 2021 to now
- Cuna Mutual GroupMay 2021 to now
- Securian Financial Services IncNov 2020 to May 2021
- Virginia Asset ManagementNov 2020 to May 2021
- TdameritradeSep 2018 to Nov 2020
- LPL Financial LLCNov 2017 to Aug 2018
- Appomattox Wealth MgmtSep 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Trustage Investment Management
Legal name: Members Capital Advisors, Inc.
$39.5BAssets managed
349Clients
21Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3202474
- Firm CRD
- 105960