Louis Gordon Petrucco

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

• 01/2006 → 11/2016
  Comerica Bank
  Detroit, MI
• 03/2006 → 11/2016
  Comerica Securities
  Detroit, MI
• 05/2017 → 10/2017
  Minnesota Life
  St. Paul, MN
• 05/2017 → 10/2017
  Securian Financial Services Inc.
  St. Paul, MN
• 05/2017 → 10/2017
  Wealth Strategies Financial Group
  Southfield, MI
• 12/2016 → 04/2017
  Unemployed
  Trenton, MI
• 10/2017 → 04/2018
  Citizens Securities, Inc.
  Livonia, MI
• 04/2018 → Present
  Dfcu Financial
  Livonia, MI
• 04/2018 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Livonia, MI

Previous Registrations

• 2018-04-10 → 2025-05-15
  Cuso Financial Services, L.P.
  Livonia, MI
• 2017-11-06 → 2018-04-09
  Citizens Securities, Inc.
  Livonia, MI
  Livonia, MI
  Southfield, MI
• 2017-05-31 → 2017-10-16
  Securian Financial Services, Inc.
  Southfield, MI
• 2006-03-28 → 2016-11-30
  Comerica Securities
  Detroit, MI
  Bloomfield Hills, MI
  Farmington, MI
  Detroit, MI
  Birmingham, MI
  Auburn Hills, MI
  Detroit, MI
• 2004-05-28 → 2006-02-21
  Comerica Securities
  Redford , MI
  Redford, MI

Other Businesses

1. 05/01/2025 - DFCU Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/19/2018 - 60 Hrs/Mth - 60 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-13
• S63 Uniform Securities Agent State Law Examination
  2001-06-18

Other Names

• Louis G Petrucco