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Kevin Neil Schlangen

CU Investment Solutions LLC

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About Kevin Neil Schlangen

Kevin Neil Schlangen is a financial advisor with over 20 years of experience in the industry. He is currently registered with CU Investment Solutions LLC, a firm that provides non-discretionary investment advisory services for institutional clients. Kevin has previously worked for a variety of firms including Wescorp Investment Services, LLC and Piper Jaffray Inc. He is a licensed Series 66, 63, 65, 7 and SIE professional and holds a Bachelor of Science degree in Business Administration. Kevin is dedicated to helping clients reach their financial goals.

Firm Information

Kevin Schlangen is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

Total Financial Advisors

Services Offered

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.

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non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Kevin Schlangen’s Registration & Firm History

KS

03/28/2016 - Present

CU Investment Solutions LLC (OVERLAND PARK KS)

KS

04/07/2014 - 03/02/2015

CU INVESTMENT SOLUTIONS LLC (OVERLAND PARK KS)

CA

10/18/2005 - 11/16/2010

CU INVESTMENT SOLUTIONS, INC. (SAN DIMAS CA)

CA

11/11/2004 - 10/18/2005

WESCORP INVESTMENT SERVICES, LLC (SAN DIMAS CA)

MN

10/24/1995 - 05/27/1997

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

IA

07/13/1994 - 05/23/1995

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

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Licenses & Designations

BOTH

Issued 07/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/09/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Neil Schlangen.
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