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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
401 S Yellowstone Dr, Madison, WI 53719 • United States
5810 Mineral Point Rd, Madison, WI 53705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 05/2010 | 02/2026 |
| Cuna Brokerage Services, Inc | Waverly | IA | 05/2010 | 02/2026 |
| Lpl Financial Llc | Madison | WI | 02/2026 | Present |
| Summit Credit Union | Madison | WI | 02/2022 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Summit Financial Advisors - Inv Rel - At Reported Business Location (s) - 01/202
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-10 |
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