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Patrick Minskey

LPl Financial LLC

Appleton, WI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-07
  • WI RA
    APPROVED
    Since 2026-01-07

Branch Locations

Appleton, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2010 04/2018
Lpl Financial, Llc Appleton WI 05/2018 Present
Previous Registrations
  • 2010-07-26 → 2018-04-26
    Edward Jones
    Appleton, WI
    St Louis, MO
    Appleton, WI
    Greenville, WI
Other Businesses

1. 05/25/2018 - EXPERIENCED WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ APPLETON, WI

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-23
S63 Uniform Securities Agent State Law Examination 2000-08-20
  • S66 Uniform Combined State Law Examination
    2010-07-23
  • S63 Uniform Securities Agent State Law Examination
    2000-08-20
Other Names
  • Patrick Minskey
  • Patrick Mathew Minskey

View on SEC IAPD

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