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JB

Josh A. Boerger

CU INVESTMENT SOLUTIONS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 5636255
JB

Professional summary

Josh Arthur Boerger is a registered financial professional currently at CU INVESTMENT SOLUTIONS LLC located in Overland Park, Kansas.

Josh is registered as a RR (Registered Representative) and started their career in finance in 2009. Josh has worked at 7 firms and has passed the Series 66, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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 Josh Arthur Boerger'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

December 2, 2025 - Present

CU INVESTMENT SOLUTIONS LLC

Office #1: 8500 W. 110th Street Suite 650, Overland Park, KS 66210
RIA
BD
CRD#: 43753
Overland Park, KS
Past

February 1, 2025 - July 1, 2025

CEROS FINANCIAL SERVICES, INC.

BD
CRD#: 37869
ROCKVILLE, MD
Past

April 5, 2019 - June 19, 2020

Q3 ASSET MANAGEMENT CORPORATION

RIA
CRD#: 137839
BIRMINGHAM, MI
Past

August 15, 2017 - August 27, 2018

SEI INVESTMENTS MANAGEMENT CORP

RIA
CRD#: 105146
Saint Clair Shores, MI
Past

January 17, 2017 - March 31, 2017

FAIRLANE INVESTMENT ADVISORS INC

RIA
CRD#: 105624
DEARBORN, MI
Past

February 17, 2015 - November 30, 2016

LCM CAPITAL MANAGEMENT INC

RIA
CRD#: 111074
KENOSHA, WI
Past

January 12, 2010 - September 9, 2011

MORGAN STANLEY

RIA
CRD#: 149777
KALAMAZOO, MI
Past

December 11, 2009 - September 9, 2011

MORGAN STANLEY

BD
CRD#: 149777
KALAMAZOO, MI

State Registrations and Notice Filings

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

RR
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

RR
California
(12/2/2025)
RR
Illinois
(12/2/2025)
RR
Indiana
(12/2/2025)
RR
Iowa
(12/2/2025)
RR
Maryland
(12/2/2025)
RR
Michigan
(12/2/2025)
RR
Minnesota
(12/2/2025)
RR
North Carolina
(12/2/2025)
RR
Ohio
(12/2/2025)
RR
Utah
(12/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/20/2025
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/11/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/31/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/13/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/2009
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
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)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
5

FINRA licenses (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
ALLOYA CORPORATE FCUOWNER
CATALYST FEDERAL CREDIT UNIONOWNER
CORPORATE AMERICA CREDIT UNIONOWNER
MILLENNIUM CORPORATE CREDIT UNIONOWNER
TRICORP FEDERAL CREDIT UNIONOWNER
VOLUNTEER CORPORATE CREDIT UNIONOWNER
BECKER, JOSHUA DAMONCHIEF OPERATING OFFICER5784666
JACKSON, MATTHEW DAVIDCEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER3251494
THOMAS, BRADFORD LOWELLCHIEF FINANCIAL OFFICER6180244

Disclosures

Regulatory Event1

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.

Company Information

CU INVESTMENT SOLUTIONS LLC

CRD#: 43753Overland Park, KS 66210

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