Laura Elizabeth Troyer

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 → 08/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2012 → 08/2017
  United Federal Credit Union
  St Joseph, MI
• 08/2017 → Present
  Cuna Brokerage Services, Inc
  Waverly, IA
• 08/2017 → Present
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Buchanan, MI

Previous Registrations

• 2017-08-15 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Saint Joseph, MI
  Waverly, IA
  Buchanan, MI
• 2013-11-25 → 2017-08-02
  Cuso Financial Services, L.P.
  St. Joseph, MI
  Holland, MI
  Stevensville, MI
  Holland, MI
  Buchanan, MI

Other Businesses

1. 05/19/2022 - United Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-21
• S63 Uniform Securities Agent State Law Examination
  2007-03-09

Other Names

• Laura Griffin
• Laura Elizabeth Griffin
• Laura Elizabeth Griffin-Troyer