Rebecca S. Schlundt

CU INVESTMENT SOLUTIONS LLC

Overland Park, KS 66210

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CRD#: 4745834

Professional summary

Rebecca Sue Schlundt, who also goes by Becky Sue Kramer, Rebecca Sue Kramer, is a registered financial professional currently at CU INVESTMENT SOLUTIONS LLC located in Overland Park, Kansas.

Rebecca is registered as a RR (Registered Representative) and started their career in finance in 2004. Rebecca has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Becky Sue Kramer | Rebecca Sue Kramer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rebecca Sue Schlundt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2012 - Present

CU INVESTMENT SOLUTIONS LLC

Office #1: 8500 W. 110th Street Suite 650, Overland Park, KS 66210

RIA

CRD#: 43753

Overland Park, KS

Past

January 2, 2009 - December 31, 2016

BALANCE SHEET SOLUTIONS LLC

RIA

CRD#: 124786

NAPERVILLE, IL

Past

January 31, 2007 - December 31, 2008

BALANCE SHEET SOLUTIONS LLC

RIA

CRD#: 124786

NAPERVILLE, IL

Past

January 13, 2004 - November 30, 2012

BALANCE SHEET SOLUTIONS LLC

CRD#: 124786

NAPERVILLE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/19/2025)

California
(2/19/2025)

Colorado
(2/19/2025)

Connecticut
(2/19/2025)

Illinois
(11/30/2012)

Indiana
(11/30/2012)

Iowa
(2/19/2025)

Kentucky
(10/23/2024)

Maryland
(4/9/2025)

Massachusetts
(2/19/2025)

Michigan
(2/19/2025)

Minnesota
(11/30/2012)

Nebraska
(3/10/2025)

New York
(2/19/2025)

North Carolina
(2/19/2025)

Ohio
(2/19/2025)

South Dakota
(2/19/2025)

Utah
(11/5/2020)

Wisconsin
(2/19/2025)

Wyoming
(5/20/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 1/26/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/12/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CU INVESTMENT SOLUTIONS LLC

CU INVESTMENT SOLUTION INC | U.S. CENTRAL CAPITAL MARKETS, INC. | CU INVESTMENT SOLUTIONS, INC. | CU INVESTMENT SOLUTIONS LLC | CU INVESTMENT SOLUTIONS INC

CRD#: 43753 / SEC#: , 8-50400

Kansas

Registered Investment Advisory firm - SEC (1/8/1998 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

8500 W. 110th Street Suite 650, Overland Park, KS 66210

Mailing Address

8500 W. 110th Street Suite 650, Overland Park, KS 66210

Phone number

(913) 912-5240

Established

Kansas since 06/30/2011

Firm type

Limited Liability Company

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (49 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
ALLOYA CORPORATE FCU	OWNER
CATALYST FEDERAL CREDIT UNION	OWNER
CORPORATE AMERICA CREDIT UNION	OWNER
MILLENNIUM CORPORATE CREDIT UNION	OWNER
TRICORP FEDERAL CREDIT UNION	OWNER
VOLUNTEER CORPORATE CREDIT UNION	OWNER
BECKER, JOSHUA DAMON	CHIEF OPERATING OFFICER	5784666
JACKSON, MATTHEW DAVID	CEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	3251494
THOMAS, BRADFORD LOWELL	CHIEF FINANCIAL OFFICER	6180244

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Rebecca S. Schlundt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rebecca Sue Schlundt's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALANCE SHEET SOLUTIONS LLC

BALANCE SHEET SOLUTIONS LLC

BALANCE SHEET SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/26/2007

Series 63

Date: 2/17/2004

SIE

Date: 10/1/2018

Series 7

Date: 1/12/2004

FINRA

Current Firm

CU INVESTMENT SOLUTIONS LLC

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

CU INVESTMENT SOLUTIONS LLC

TRUST BUT VERIFY

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