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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-18 |
Branch Locations
2001 Washington St, Manitowoc, WI 54220 • United States
200 N Rapids Rd, Mianitowac, WI 54220 • United States
2550 Washington Street, Grafton, WI 53024 • United States
840 East Green Bay Avenue, Saukville, WI 53080 • United States
11357 N. Port Washington Road, Mequon, WI 53092 • United States
5727 Superior Ave, Sheboygan, WI 53083 • United States
2303 Eastern Avenue, Plymouth, WI 53073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2008 | Present |
| Cuna Mutual Group | Waverly | IA | 03/2008 | Present |
| Lpl Financial Llc | Plymouth | WI | 05/2022 | Present |
1. 05-18-2022-KCU Investment & Retirement Services- Investment Related-Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-10 |
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