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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2018 | 12/2022 |
| Retirement Income Planning Llc | Madison | WI | 12/2022 | 09/2025 |
| Cuna Mutual Group | Madison | WI | 02/2009 | 12/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2023 | 04/2024 |
| Retirement Income Planning Llc | Madison | WI | 05/2024 | 09/2025 |
| Summit Credit Union | Waunakee | WI | 10/2025 | Present |
| Lpl Financial Llc | Waunakee | WI | 10/2025 | Present |
1- 08/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Summit Financial Advisors / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-24 |
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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