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Susan Mary Breyer

LPl Financial LLC

Lacrosse, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-05-18
WI RA APPROVED 2022-05-18
  • MN RA
    APPROVED
    Since 2022-05-18
  • WI RA
    APPROVED
    Since 2022-05-18

Branch Locations

2715 Losey Blvd South, Lacrosse, WI 54601 • 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
OrganizationCityStateFromTo
Cuna Mutual Group Waverly IA 03/2013 Present
Cuna Brokerage Services, Inc Waverly IA 03/2013 Present
Lpl Financial Llc Lacrosse WI 05/2022 Present
  • 03/2013 → Present
    Cuna Mutual Group
    Waverly, IA
  • 03/2013 → Present
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 05/2022 → Present
    Lacrosse, WI
Previous Registrations
  • 2013-03-28 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Lacrosse, WI
    Winona, MN
    Holmen, WI
    West Salem, WI
    Onalaska, WI
  • 2011-02-25 → 2013-03-12
    Minneapolis, MN
    La Crosse, WI
    Glendale, AZ
    La Crosse, WI
    Milwaukee, WI
    Menomonee Falls, WI
    Menomonee Falls, WI
    Onalaska, WI
    Milwaukee, WI
Other Businesses

1) 05/18/2022 - Altra Financial Advisors Retirement and Wealth Management- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - Bendita Holdings LLC - Not Investment Related- Home Based - Business Owner / Rentals - co-owner - Start Date: 3/2021- 0 Hours Per Month 3) 05/18/2022 - Highrevev LLC - Not Investment Related - Home Based - Business Owner - co-owner - Start Date: 3/2021 - 0 Hours Per Month 4) 05/18/2022 - Breyer's Sales and Service - Not Investment Related - 523 S 7th St., La Crescent, MN 55947 - Family Business - co-owner - Start Date: 1961 - 0 Hours Per Month 5) 07/26/2022 - Altra Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 6) 09/09/2024 - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 09/05/2024 - 1 Hour Per Month/ During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-03
  • S66 Uniform Combined State Law Examination
    2011-02-03
Other Names
  • Susan M Breyer

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