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Jennifer Marie Busch

LPl Financial LLC

Kimberly, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-15
  • WI RA
    APPROVED
    Since 2025-05-15

Branch Locations

855 Eisenhower Drive, Kimberly, WI 54136 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Community First Credit Union Appleton WI 08/2014 12/2022
Cuso Financial Services, Lp San Diego CA 12/2014 12/2022
Capital Credit Union Wi Kimberly WI 01/2023 Present
Cuso Financial Services, Lp San Diego CA 01/2023 05/2025
Lpl Financial Llc Kimberly WI 05/2025 Present
  • 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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-23
S63 Uniform Securities Agent State Law Examination 2006-06-27
  • 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

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