Jennifer Marie Busch

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

• 08/2014 → 12/2022
  Community First Credit Union
  Appleton, WI
• 12/2014 → 12/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2023 → Present
  Capital Credit Union Wi
  Kimberly, WI
• 01/2023 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Kimberly, WI

Previous Registrations

• 2023-01-23 → 2025-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Appleton, WI
  Kimberly, WI
  Kimberly, WI
• 2020-11-24 → 2022-12-13
  Cuso Financial Services, L.P.
  Appleton, WI
  San Diego, CA
  Appleton, WI
  Menasha, WI
  Greenville, WI
  Green Bay, WI
  Appleton, WI
  Green Bay, WI
  De Pere, WI
  Neehan, WI
  Nichols, WI
  Oshkosh, WI
  Appleton, WI
  Neenah, WI
  Two Rivers, WI
  Oshkosh, WI
  Menasha, WI
  Manitowoc, WI
  Oshkosh, WI
  Kimberly, WI
  Appleton, WI
  Appleton, WI
  Neenah, WI
  Neehan, WI
  Waupaca, WI
  New London, WI
  Appleton, WI

Other Businesses

1.06/02/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Capital Investment Group; Investment Related; at Reported Business Location(s); Start Date 05/16/2025; 160hrs/mth; 160hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-23
• S63 Uniform Securities Agent State Law Examination
  2006-06-27

Other Names

• Jennifer M Busch
• Jennifer Marie Busch
• Jennifer Busch