Monika Mack Churchill

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

• 08/2025 → Present
  Lpl Financial Llc
  North Bend, OR
• 04/2007 → 08/2025
  First Community Credit Union
  North Bend, OR
• 08/2025 → Present
  First Community Credit Union
  North Bend, OR

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Services at First Community - Investment Related - At Reported Business Location (s) - Start Date: 08/2025 2. 08/2025 - Rental Prop @ 2067 Grant ST North Bend, OR 97459-1718 - Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - North Bend, OR 97459 - OBA Start Date: 11/01/2023

Exams

• S66 Uniform Combined State Law Examination
  2026-07-17

Other Names

• Monika Doris Mack