Barbara Lynn Wipf

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

• 10/2025 → Present
  Plan 4 Financial
  Cohasset, MA
• 03/2003 → 10/2025
  Wipf Household
  Cohasset, MA
• 10/2025 → Present
  Lpl Financial
  Cohasset, MA

Other Businesses

1. 02/2026 - Cohasset Library Trust Investment Advisory Committee - Non-Profit Board Member - Not Inv Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - Cohasset MA 02025 OBA Start Date: 12/02/2008 2.02/2026 - Plan 4 Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Cohasset MA 02025 - OBA Start Date:2/25/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-06-01

Designations

• Chartered Financial Analyst

Other Names

• Barbara Lynn Kelly