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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
5910 Mineral Point Road, Madison, WI 53705 • United States
Baraboo, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 03/2014 | Present |
| Cuna Brokerage Services Inc. | Waverly | IA | 03/2014 | Present |
| Lpl Financial Llc | Baraboo | WI | 05/2022 | Present |
1.05/18/2022- CUNA Mutual Executive Benefits-Investment Related-5910 Mineral Point Road, Madison WI 53705-Non-Variable Insurance- Start Date: 3/3/2014-30 Hours Per Month/0Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-29 |
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