Keaton Marie Messerschmidt

Current Employers

Employment History

• 02/2017 → 11/2020
  Wells Fargo Bank, Na
  Green Bay, WI
• 04/2019 → 12/2020
  Wells Fargo Clearing Services, Llc
  Green Bay, WI
• 09/2016 → 02/2017
  Marine Credit Union
  Green Bay, WI
• 07/2016 → 09/2016
  Unemployed
  Green Bay, WI
• 12/2020 → Present
  Baxter Credit Union
  Vernon Hills, IL
• 12/2020 → 06/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 06/2023 → Present
  Lpl Financial Llc
  Vernon Hills, IL
• 12/2020 → Present
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL

Previous Registrations

• 2021-01-04 → 2023-06-30
  Cuso Financial Services, L.P.
  Vernon Hills, IL
• 2019-08-30 → 2020-12-02
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Green Bay, WI

Other Businesses

1) 05/22/2023 - BCU Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 06/30/2023 - Baxter Credit Union - Financial Institution Duty - Senior Manager, Private Client Services - At Reported Business Location(s) - Investment related - 160 Hours per month/ 8-5 Hours During Trading- Start date: 11/30/2020 3) 08/15/2023 - BCU Wealth Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 6/30/2023 - 1 Hour Per Month/ 1 Hour During Trading - Time Spent 100% - I provide investment advisory services through BCU Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 6/2023. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/16/2023 - Valparaiso University - Other - Customer Experience Certificate Program Ad - Not Investment Related - Virtual/ Web Based - Start Date 08/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-08-30

Other Names

• Keaton Marie Mladic
• Keaton Messerschmidt