Bethel L Coleman

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

• 12/2010 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/2010 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Nashville, TN

Previous Registrations

• 2011-01-06 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Brentwood, TN
  Nashville, TN
  Goodlettsville, TN
  Nashville, TN
• 2007-01-22 → 2010-12-17
  Edward Jones
  Hendersonville, TN
  St. Louis, MO
  Hendersonville, TN

Other Businesses

1) 5/18/2022: No Business Name; Investment Related; Nashville, TN 37206- 2012; Real Estate Rental - Boscobel; owner; Start Date 09/2009; 1 Hours Per Month. 2) 5/18/2022: No Business Name; Investment Related; Nashville, TN 37203- 5521; Real Estate Rental - Wedgewood; co-owner; Start Date 05/2017; 0 Hours Per Month. 3) 5/18/2022: No Business Name; Investment Related; Nashville, TN 37203- 5314; Real Estate Rental - Byrum Ave; co-owner; Start Date 12/2021; 1 Hours Per Month. 4) 9/12/2023: TENCU Wealth Management; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 11/1/2023; 175hrs/mo.; 175hrs during trading. 5) 11/13/2024 - NICA, Tennessee Chapter - Outside/W-2 Employment - GRit Leader - Not Investment Related - Tennessee - Start Date 02/28/2025 - 10 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-12-29
• S63 Uniform Securities Agent State Law Examination
  2006-03-16

Other Names

• Bethel L Coleman
• Bethel L Coleman Ellis
• Bethel L Ellis