Rhiannon R.L. Hinz

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

• 03/2004 → Present
  Kohler Credit Union
  Kohler, WI
• 11/2005 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Sheboygan, WI

Previous Registrations

• 2014-01-16 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Sheboygan, WI

Other Businesses

1)05/18/2022 - KCU Investment & Retirement Services -Investment Related - At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - At Reported Business Location(s)- Real Notary - Notary - Start Date - 2004 - .25 Hours Per Month/ .25 Hours During Securities Trading- Time Spent 1%

Exams

• S66 Uniform Combined State Law Examination
  2013-11-26
• S63 Uniform Securities Agent State Law Examination
  2006-04-18