Phillip William Cruikshank

Current Employers

Employment History

• 09/2013 → 12/2023
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2013 → 12/2023
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → 01/2024
  Lpl Financial Llc
  Decatur, IL
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2024 → Present
  Cruikshank Wealth Partners
  Decatur, IL
• 02/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-05-18 → 2024-03-13
  Lpl Financial Llc
  Decatur, IL
• 2013-09-09 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Decatur, IL
  Waverly, IA
• 2011-03-11 → 2013-08-30
  Cetera Investment Advisers Llc
  Decatur, IL
  Decatur, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/1998 APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 6 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CRUIKSHANK WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES. PROVIDING BROKERAGE, ADVISORY, AND INSURANCE SERVICES START DATE: 1/2024 POSITION/TITLE/RELATIONSHIP: OWNER AND FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER, OPERATOR, FINANCIAL ADVISOR OF RETAIL FINANCIAL PLANNING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-10
• S63 Uniform Securities Agent State Law Examination
  1992-02-14