Kurt Patrick Schroeder

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

• 06/2012 → Present
  Lpl Financial Llc
  Hackettstown, NJ
• 05/2016 → 03/2025
  Private Portfolio Partners, Llc
  Hackettstown, NJ

Previous Registrations

• 2016-03-07 → 2025-04-08
  Private Portfolio Partners, Llc
  Hackettstown, NJ
  Paramus, NJ
• 2014-03-18 → 2016-05-02
  Insight Private Advisors, Llc
  Bridgewater, NJ
• 2004-06-04 → 2012-06-26
  American Portfolios Advisors, Inc
  Holbrook , NY

Other Businesses

1. 06/25/2012: NON-VARIABLE INSURANCE - SALES AND SERVICE OF FIXED LIFE, AND HEALTH INSURANCE. - INVESTMENT RELATED - HACKETTSTOWN, NJ. 2. 06/07/2016 * no business name * Non-Variable Insurance * inv rel * 25 Indian Lane Hackettstown NJ 07840 * a. sales b. no c. yes * start 01/01/1995 * 4 hrs/mo; 0 hrs during secs trdg hrs. 3. 05/2016: Private Portfolio Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/03/2016 - 40 Hours Per Month/2 Hours During Securities Trading. 4. 06/2012: LPL Financial - broker-dealer registered representative - investment related at reported business location - 80 hours a month during securities trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-10
• S65 Uniform Investment Adviser Law Examination
  1998-02-02

Designations

• Certified Financial Planner

Other Names

• Kurt P Schroeder