Cheryl Lovett Zudell

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-05-16
WA	RA	APPROVED	2024-05-16

TX RA
APPROVED

Since 2024-05-16
WA RA
APPROVED

Since 2024-05-16

Branch Locations

Poulsbo, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First Command Financial Planning, Inc	Fort Worth	TX	01/2004	11/2020
First Command Financial Services, Inc.	Fort Worth	TX	03/2004	11/2020
First Command Advisory Services	Fort Worth	TX	12/2015	11/2020
Lincoln Financial Securities Corporation	Poulsbo	WA	11/2020	05/2024
Lpl Financial Llc	Poulsbo	WA	05/2024	Present

01/2004 → 11/2020

First Command Financial Planning, Inc

Fort Worth, TX
03/2004 → 11/2020

First Command Financial Services, Inc.

Fort Worth, TX
12/2015 → 11/2020

First Command Advisory Services

Fort Worth, TX
11/2020 → 05/2024

Lincoln Financial Securities Corporation

Poulsbo, WA
05/2024 → Present

Lpl Financial Llc

Poulsbo, WA

Previous Registrations

2020-11-11 → 2024-05-16

Osaic Fs, Inc.

Poulsbo, WA

Virginia Beach, VA

Poulsbo, WA

Peoria, AZ

Gig Harbor, WA

Charlotte, NC

Greensboro, NC
2015-12-15 → 2020-12-11

First Command Advisory Services

Fort Worth, TX

Silverdale, WA

Fort Worth, TX
2006-01-19 → 2015-12-15

First Command Brokerage Services, Inc.

Lakewood, WA

Silverdale, WA

Silverdale, WA

Burlington, WA

Other Businesses

1) 05/15/2024 - Sage Wealth Partners - Non-Variable Insurance - Selling: Traditional Fixed Insurance and Annuities - Pilot Financial - WA 98370 - Investment related - 1600 Hours per month - Start date: 11/13/2020. 2) 05/15/2024 - Sage Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 01/28/2026 - CSZ Properties - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/23/2026 - 1 hour per month/ 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-17
S63	Uniform Securities Agent State Law Examination	2004-03-03

S66 Uniform Combined State Law Examination

2006-01-17
S63 Uniform Securities Agent State Law Examination

2004-03-03

Designations

Chartered Financial Consultant

Other Names

Cheryl Jeannette Lovett Zudell

View on SEC IAPD