Myra Jean Very

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

• 04/2011 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 11/2014 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Waverly, IA
• 04/2026 → Present
  Firefighters First Credit Union
  Pasadena, CA

Previous Registrations

• 2011-12-20 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Moline, IL
  Johnston, IA
  Moline, IL
  Bettendorf, IA
  Waverly, IA
  Waverly, IA
  Clarksville, IA

Other Businesses

1) 05/04/2023 - TruStage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/23/2023

Exams

• S66 Uniform Combined State Law Examination
  2011-12-17
• S63 Uniform Securities Agent State Law Examination
  2005-04-15

Designations

• Chartered Financial Consultant

Other Names

• Myra Jean Schumacher