Jacob P Pape

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  The Peoples Community Bank
  Mazomanie, WI
• 05/2021 → 09/2021
  Noah's Ark Waterpark
  Wisconsin Dells, WI
• 01/2021 → 04/2021
  Northwestern Mutual
  Milwaukee, WI
• 05/2018 → 01/2021
  Ever Ready Electric
  Mazomanie, WI
• 06/2015 → 04/2018
  Sentry
  Prairie Du Sac, WI
• 09/2018 → 05/2022
  University Of Wisconsin Milwaukee
  Milwaukee, WI
• 09/2005 → 05/2018
  Sauk Prairie Schools
  Prairie Du Sac, WI
• 05/2023 → Present
  Lpl Financial Llc
  Mazomanie, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04