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Linda Jean Gassen

CU Investment Solutions LLC

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About Linda Jean Gassen

Linda Gassen is a registered representative with Cu Investment Solutions LLC. Linda holds Series 7 and Series 63 licenses and the SIE exam. Linda has been in the financial services industry since November 2012. Linda is registered to provide investment advice in California, Illinois, Indiana, Michigan, Minnesota, and Ohio.

Firm Information

Linda Gassen 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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Linda Gassen’s Registration & Firm History

KS

11/27/2012 - Present

CU Investment Solutions LLC (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 01/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Jean Gassen.
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