Wendy Marie Cundari

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

• 06/2009 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 06/2009 → 05/2022
  Cuna Brokerage Services.INc
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Longview, WA
• 05/2022 → Present
  Red Canoe Credit Union
  Longview, WA

Previous Registrations

• 2009-06-11 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Waverly, IA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Chula Vista, CA
  El Cajon, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2009-02-06 → 2009-06-04
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
• 2003-06-16 → 2009-02-17
  Cuna Brokerage Services, Inc.
  San Diego, CA
  Waverly, IA
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1. 05/19/2022 - MEMBERS Financial 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. 05/19/2022 - Wheelhouse 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. 3. 05/09/2023 - Suncoast Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/21/2023 - 180 Hours Per Month/135 Hours During Securities Trading 4. 11/07/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Red Canoe Financial Group - Investment Related - At Reported Business Location(s) - Start Date 09/19/2024 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-02-12
• S63 Uniform Securities Agent State Law Examination
  1991-11-20

Other Names

• Wendy Marie Dell