Juan Yang Schmelzle
Investment adviser representative at Trustage Investment Management
12 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
12 years in the industry.
- Trustage Investment ManagementFeb 2016 to now
- Cuna Brokerage Services, IncDec 2014 to now
- Cuna Mutual GroupDec 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6429320
- Firm CRD
- 105960