Barbara Lynn Wipf

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-06-09

MA RA
APPROVED

Since 2026-06-09

Branch Locations

15 Brook St, Cohasset, MA 02025 • 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

Organization	City	State	From	To
Plan 4 Financial	Cohasset	MA	10/2025	Present
Wipf Household	Cohasset	MA	03/2003	10/2025
Lpl Financial	Cohasset	MA	10/2025	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-01

S66 Uniform Combined State Law Examination

2026-06-01

Designations

Other Names

Barbara Lynn Kelly

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

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