Ronald Joseph Huck

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

• 10/2001 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2001 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Atlanta, GA

Previous Registrations

• 2003-02-13 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Marietta, GA
  Norcross, GA
  Duluth, GA
  Norcross, GA
  Augusta, GA
  Atlanta, GA

Other Businesses

1- 05/19/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CCCU Wealth Management - Investment Related - At Reported Business Location(s) 2- 04/29/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERS Financial Services - Investment Related - At Reported Business Location(s) - Start Date 04/27/2026 - 160 hours per month/ 140 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2000-04-20

Designations

• Certified Financial Planner