Marioreen Smith Gibson

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 09/2022
  Cuna Mutual Group
  Waverly, IA
• 11/2008 → 09/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → 09/2022
  Lpl Financial Llc
  Beaumont, TX
• 09/2022 → 03/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2025 → Present
  Osaic Institutions, Inc
  Meriden, CT
• 03/2025 → Present
  Rave Credit Union
  Beaumont, TX

Previous Registrations

• 2022-09-01 → 2025-03-13
  Cuso Financial Services, L.P.
  Beaumont, TX
  San Diego, CA
  Beaumont, TX
  Nederland, TX
• 2022-05-18 → 2022-09-08
  Lpl Financial Llc
  Beaumont, TX
  Port Neches, TX
• 2008-12-01 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Beaumont, TX
  Port Neches, TX
  Port Neches, TX
• 1999-10-22 → 2008-11-24
  Ubs Financial Services Inc.
  Beaumont, TX
  Beaumont, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-02-01
• S63 Uniform Securities Agent State Law Examination
  1990-08-09