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Cheryl Ann Angelini

LPl Financial LLC

Racine, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-05-18
  • WI RA
    APPROVED
    Since 2022-05-18

Branch Locations

1400 N Newman Road, Racine, WI 53406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, L.P. San Diego CA 08/2001 07/2018
Cuna Brokerage Services, Inc. Waverly IA 07/2018 Present
Educators Credit Union Mt. Pleasant WI 07/2018 Present
Lpl Financial Llc Racine WI 05/2022 Present
  • 08/2001 → 07/2018
    Cuso Financial Services, L.P.
    San Diego, CA
  • 07/2018 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 07/2018 → Present
    Educators Credit Union
    Mt. Pleasant, WI
  • 05/2022 → Present
    Racine, WI
Previous Registrations
  • 2018-08-14 → 2022-05-18
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Racine, WI
  • 2009-08-24 → 2018-07-11
    Cuso Financial Services, L.P.
    Racine, WI
    Milwaukee, WI
    Racine, WI
    New Berlin, WI
    Milwaukee, WI
    Kenosha, WI
    Waukesha, WI
    Sturtevant, WI
    Milwaukee, WI
    Milwaukee, WI
    South Milwaukee, WI
Other Businesses

1)05/18/2022 - Educators Investment Services-Investment Related-At Reported Business Location(s)-DBA for LPL Business (entity for LPL business)- Licensed Branch Employee 2)05/18/2022 - No Business Name -Investment Related- At Reported Business Location(s)- Notary- Notary- Start Date - 1999- 4 Hours Per Month/ 4 Hours During Securities Trading 3)05/18/2022 - Educators Credit Union- Investment Related - At Reported Business Location(s)- Financial Institution Duty- Program Assistant- Start Date - 10/1993- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100% 4)05/18/2022 - Infotech Solutions- Not Investment Related- Home Based - For-Profit Business - Vice President - 0 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 0% 5) 04/10/2023 - No Business Name - Investment Related - Home Based - Real Estate Rental - Start Date 02/01/2023 - 0 Hours Per Month/ 0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-04
S63 Uniform Securities Agent State Law Examination 2001-10-19
  • S66 Uniform Combined State Law Examination
    2002-02-04
  • S63 Uniform Securities Agent State Law Examination
    2001-10-19
Other Names
  • Cheryl Ann Paap
  • Cheryl Ann Paap

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