Winslow Hayward

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

• 03/2009 → 05/2017
  Axa Advisors, Llc
  New York, NY
• 06/2017 → Present
  Cuna Mutual Group
  Waverly, IA
• 06/2017 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Rockville, MD

Previous Registrations

• 2017-06-23 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Rockville, MD
  Greenbelt, MD
  Waverly, IA
  Greenbelt, MD
• 2009-05-22 → 2017-05-31
  Equitable Advisors, Llc
  Falls Church, VA

Other Businesses

1. 5-18-2022- Ap Financial Planning- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2009-05-21

Other Names

• Win Hayward