Kelly Michael Rhine

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

• 12/2013 → 09/2016
  Valic Financial Advisors
  Linthicum, MD
• 09/2016 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2016 → Present
  Nasa Federal Credit Union
  Lanham, MD
• 05/2025 → Present
  Lpl Financial Llc
  Spring Valley, CA

Previous Registrations

• 2016-09-12 → 2025-05-15
  Cuso Financial Services, L.P.
  Lanham, MD
  San Diego, CA
  Spring Valley, CA
• 2014-03-21 → 2016-09-14
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD

Other Businesses

1- 06/03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name NASA Federal Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/05/2016 - 80 hours per month/ 70 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-19
• S63 Uniform Securities Agent State Law Examination
  2014-01-18