Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Busch is a financial professional with over 16 years of experience in the industry. Jennifer has a strong background in providing financial advice and guidance to individuals and families. Jennifer is registered with CUSO Financial Services, LP in Wisconsin and is also registered in several other states. Jennifer specializes in retirement planning, investment management, and college savings. Jennifer is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
01/23/2023 - Present
Cuso Financial Services, LP (Kimberly WI)
WI
12/10/2014 - 12/13/2022
CUSO FINANCIAL SERVICES, L.P. (Waupaca WI)
WI
09/16/2014 - 12/10/2014
CUNA BROKERAGE SERVICES, INC. (APPLETON WI)
WI
03/04/2008 - 08/25/2014
LPL FINANCIAL LLC (GREEN BAY WI)
WI
06/01/2007 - 03/04/2008
IFMG SECURITIES, INC. (KAUKAUNA WI)
WI
07/17/2006 - 03/09/2007
CHASE INVESTMENT SERVICES CORP. (GREEN BAY WI)
IA
Issued 11/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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