Aimee Christine Marden

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

• 01/2016 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 06/2016 → Present
  Umassfive College Federal Credit Union
  Hadley, MA
• 05/2025 → Present
  Lpl Financial Llc
  Hadley, MA

Previous Registrations

• 2017-03-20 → 2025-05-15
  Cuso Financial Services, L.P.
  Hadley, MA
  Amherst, MA
  Springfield, MA
  Northampton, MA
  Worcester, MA
  Hadley, MA
  Springfield, MA
  Hadley, MA

Other Businesses

1- 05/15/2025 - UMassFive Wealth Management - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-27
• S63 Uniform Securities Agent State Law Examination
  2012-03-12

Other Names

• Aimee Christine Mattson
• Aimee Marden