Brian Edward Mell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2004 → Present
  Dfcu Financail Federal Credit Union
  Canton, MI
• 06/2004 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Garden City, MI

Previous Registrations

• 2011-03-02 → 2025-05-15
  Cuso Financial Services, L.P.
  Canton, MI
  Dearborn, MI
  Dearborn, MI
  Canton, MI
  Garden City, MI
  Commerce, MI

Other Businesses

1- 05/15/2025 - DFCU Financial Partners - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 06/01/2004 - 240 hours per month/ 160 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-27
• S63 Uniform Securities Agent State Law Examination
  2000-12-26

Designations

• Certified Financial Planner