Patricia Joanne Heider

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

• 02/2021 → 08/2022
  Horicon Bank Wealth Managment
  Fond Du Lac, WI
• 03/2019 → 02/2020
  Mcclone Agency
  Sheboygan, WI
• 01/2013 → 02/2019
  Jackson Kahl Insurance
  Fond Du Lac, WI
• 10/2022 → Present
  Lpl Financial Llc
  Fond Du Lac, WI
• 03/2020 → 02/2021
  Unemployed
  Campbellsport, WI

Other Businesses

1. 04/10/2024 - Elite Wealth Planners, LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 8/22/2024 - 40 Hrs/Mo During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-31
• S65 Uniform Investment Adviser Law Examination
  2022-03-25

Other Names

• Patricia Joanne Dimarco
• Patricia Joanne Zurn-Amundson
• Patricia Joanne Zurn