Wade Robert Schertenleib

Current Employers

Employment History

• 08/2010 → 11/2020
  Numerica Credit Union
  Spokane, WA
• 11/2013 → 11/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2020 → 07/2021
  Waddell & Reed, Inc.
  Spokane, WA
• 11/2020 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Spokane, WA
• 11/2020 → 07/2021
  We Financial Partners, Pllc
  Spokane, WA
• 03/2019 → 07/2021
  Chase Youth Foundation
  Spokane, WA
• 01/2018 → 07/2021
  Spokane Parks Foundation
  Spokane, WA
• 07/2021 → Present
  Lpl Financial Llc
  Spokane, WA

Previous Registrations

• 2020-11-23 → 2021-07-21
  Waddell & Reed
  Seattle, WA
  Spokane, WA
• 2013-11-13 → 2020-11-23
  Cuso Financial Services, L.P.
  Spokane Valley, WA
  Spokane, WA
  Coeur D'ARlene, ID
  San Diego, CA
  Spokane Valley, WA
• 2012-04-09 → 2013-11-15
  Cuna Brokerage Services, Inc.
  Spokane, WA

Other Businesses

1) 11/2020 - WE Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 501 N Riverpoint Blvd, Suite 230, Spokane, WA, , 99201 2) 11/2020 - WE Financial Partners, PLLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR / MO / 501 N Riverpoint Blvd, Suite 230, Spokane, WA, 99201 3) 11/2020 - WE Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 100% / 501 N Riverpoint Blvd, Suite 230, Spokane, WA, , 99201 4) 2/1/2022 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 1/15/2022 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-23
• S63 Uniform Securities Agent State Law Examination
  2011-02-24