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RD

Rachel E. Dulaney

CU INVESTMENT SOLUTIONS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 7004479
RD

Professional summary

Rachel Ellen Dulaney, who also goes by Rachel Ellen Palmer, is a registered financial professional currently at CU INVESTMENT SOLUTIONS LLC located in Overland Park, Kansas.

Rachel is registered as a RR (Registered Representative) and started their career in finance in 2018. Rachel has worked at 1 firm and has passed the Series 63, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rachel Ellen Palmer

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 Rachel Ellen Dulaney'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 17, 2018 - Present

CU INVESTMENT SOLUTIONS LLC

Office #1: 8500 W 110th St #650, Overland Park, KS 66210
RIA
BD
CRD#: 43753
Overland Park, KS

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
Illinois
(2/19/2025)
RR
Kansas
(1/9/2019)
RR
Maine
(12/14/2021)
RR
Missouri
(6/3/2019)
RR
Montana
(5/22/2025)
RR
Nebraska
(3/10/2025)
RR
New Hampshire
(3/25/2025)
RR
North Dakota
(2/19/2025)
RR
Vermont
(6/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 1/9/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/17/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2018
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
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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
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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