Robert A Reindl

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

• 02/2019 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2008 → 10/2018
  Unitedone Credit Union
  Manitowoc, WI
• 11/2018 → Present
  Financial Services Center Located At Unitedone Credit Union
  Manitowoc, WI
• 05/2022 → Present
  Lpl Financial Llc
  Manitowoc, WI

Previous Registrations

• 2020-06-15 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Manitowoc, WI

Other Businesses

1. 05/19/2022 - UnitedOne Retirement & Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hours Per Month/0 Hours During Securities Trading. 2. 05/18/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date: 2008 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Notary Public.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-04