Laura Elaine Banasiewicz

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

• 08/2000 → 05/2025
  Cuso Financial Services, L.P.
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Winston Salem, NC
• 08/1997 → Present
  Allegacy Federal Credit Union
  Winston-Salem, NC

Previous Registrations

• 2001-12-12 → 2025-05-15
  Cuso Financial Services, L.P.
  Winston Salem, NC
  Winston-Salem, NC
  Winston Salem, NC
  Tobaccoville, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Clemmons, NC
  Kernersville, NC
  Winston Sale, NC
  Winston Salem, NC
  Winston-Salem, NC

Other Businesses

1. 05/15/2025- Allegacy Investment Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/30/25- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Laura Banasiewicz-Real Estate Rental- INV Related- At Chapel Hill, NC- Start date 05/01/2015- 1 Hour Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-25
• S63 Uniform Securities Agent State Law Examination
  1989-09-08

Designations

• Certified Financial Planner

Other Names

• Laura Banasiewicz
• Laura Elaine Flake