Ian Van Epperson

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

• 10/2018 → 05/2024
  Lpl Financial Llc
  Eugene, OR
• 07/2017 → 09/2018
  Waddell And Reed
  Eugene, OR
• 02/2017 → 07/2017
  American Family Insurance
  Eugene, OR
• 07/2015 → 01/2017
  Pentagon Federal Credit Union
  Eugene, OR
• 05/2024 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2024 → Present
  Selco Community Credit Union
  Springfield, OR
• 05/2025 → Present
  Lpl Financial Llc
  Springfield, OR

Previous Registrations

• 2024-05-28 → 2025-05-15
  Cuso Financial Services, L.P.
  Springfield, OR
• 2024-05-02 → 2024-06-10
  Lpl Financial Llc
  Eugene, OR

Other Businesses

1- 05/15/2025 - SELCO Investment & Retirement Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/24/2025 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-28
• S63 Uniform Securities Agent State Law Examination
  2019-09-09

Other Names

• Ian Van Epperson
• Ian Epperson