Yvette Renee Ferris
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 ManagementApr 2023 to now
- Cuna Brokerage Services, Inc.Apr 2023 to now
- Cuna Mutual GroupSep 2017 to now
- LPL Financial LLCMay 2022 to Apr 2023
- Cuna Brokerage Services, Inc.Sep 2017 to May 2022
- UnemployedApr 2017 to Sep 2017
- PNC BankJan 2016 to Mar 2017
- PNC Investments LLCJan 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5500778
- Firm CRD
- 105960