Russell Glenn Gochneaur

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

• 07/2016 → 09/2018
  Axa Advisors, Llc
  New York, NY
• 09/2018 → Present
  Columbia Credit Union
  Vancouver, WA
• 09/2018 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Vancouver, WA

Previous Registrations

• 2018-10-18 → 2025-05-15
  Cuso Financial Services, L.P.
  Vancouver, WA
  Vancouver, WA
• 2016-07-01 → 2018-10-18
  Equitable Advisors, Llc
  West Des Moines, IA
• 2012-06-13 → 2016-07-01
  Msi Financial Services, Inc.
  West Des Moines, IA
• 2004-12-14 → 2012-03-23
  U.S. Bancorp Investments, Inc.
  Mount Ayr, IA
  Diagonal, IA
  Chariton, IA
  New Sharon, IA
  Pella, IA
  Rock Island, IL
  Washington, IA
  Williamsburg, IA
  Marshalltown, IA
  Newton, IA
  Newton, IA
  Marshalltown, IA
  Rock Island, IL
  Moline, IL
  Rock Island, IL
  Diagonal, IA
  Cedar Falls, IA
  Cedar Falls, IA
  Vinton, IA
  Newton, IA
  Des Moines, IA
  Des Moines, IA
  Ankeny, IA

Other Businesses

1) 05/15/2025 - Columbia Invest and Insure - Inv. Related - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Columbia Invest and Insure - At reported business locations - Start Date:29-APR-25 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-03
• S63 Uniform Securities Agent State Law Examination
  1990-03-26

Other Names

• Russ Gochneaur