Daniel David Jackson

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

• 07/1998 → Present
  Cuna Brokerage Services, Inc.
  Bloomington, MN
• 07/1998 → Present
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Crandon, WI

Previous Registrations

• 1998-09-08 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Rhinelander, WI
  Wausau, WI
  Crandon, WI
  Shawano, WI
  Wausau, WI
  Antigo, WI
  Wausau, WI
  Rothschild, WI
  Rhinelander, WI
  Crystal Falls, MI
  Iron River, MI
  Weston, WI
  Antigo, WI
  Crystal Falls, MI
  Stevens Point, WI
  Elcho, WI
  Menominee, MI

Other Businesses

1)04/08/2022- Jay IV LLC - Not Investment Related - Home Based - For Profit Business - Co- Owner - Start Date - 1991 - 7 Hours Per Month/ 0 Hours During Securities Trading 2)04/08/2022 - No Business Name -Investment Related - Merrill, Wisconsin 54452 - Real Estate Rental - owner/landlord - Start Date - 1987 - 12 Hours Per Month/ 0 Hours During Securities Trading 3)05/12/2022 - CoVantage Retirement & Investment Services -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hrs/Mth - 0 Hrs During Trading. 4)01/04/2024 - Jackson's Prarie River Tree Farm - Non-Investment Related - Gleason, WI - Business Owner - Started: 3/6/1969 - 15 hrs/Mo; 0 Hrs During Trading. 5) 07/10/2025 - CVCU - Not Investment Related - Financial Institution Duty -At Reported Business Location(s) - Start Date: 07/01/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-13
• S65 Uniform Investment Adviser Law Examination
  1999-08-18
• S63 Uniform Securities Agent State Law Examination
  1997-07-24