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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
5910 Mineral Point Road, Madison, WI 53705 • United States
Oregon, WI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Madison | WI | 09/2003 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2004 | Present |
| Lpl Financial Llc | Oregon | WI | 05/2022 | Present |
1.05/18/2022-CUNA Mutual Executive Benefits- Investment Related- 5910 Mineral Point Road, Madison WI 53705- Non-Variable Insurance- Start Date: 09/15/2013-Time Spent Percent: 30%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-12 |
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