Patricia Lynn Sacco Krueger

Current Employers

Employment History

• 04/2015 → Present
  Lpl Financial, Llc
  Omaha, NE
• 04/2015 → 01/2017
  Wealthplan Partners
  Omaha, NE
• 01/2017 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 02/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2017-02-28 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 2015-04-22 → 2017-08-22
  Wealthplan Partners
  Omaha, NE
  Omaha, NE
• 2007-04-24 → 2015-04-20
  D.A. Davidson & Co.
  Omaha, NE

Other Businesses

1. 04/21/2015 - SILVERLEAF WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ OMAHA, NE 2. 2/2/2017 - Silverleaf Advisor Group - DBA: (Hybrid) Silverleaf Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/04/17 - 80 Hours Per Month/7 Hours During Securities Trading - I provide administrative support to Silverleaf Advisor Group, an independent investment advisor firm. I started this business activity in 01/04/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/31/2020 - Hickory Holdings LLC - Investment Related - Plattsmouth NE 68048 - Real Estate Rental - Started 01/13/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 2/11/2021 - Silver Lining Properties LLC - Investment Related - Home Based - Other-LLC - Start Date: 1/22/2021 - 0 Hours Per Month/0 Hours During Securities Trading - LLC to register property under. 5. 04/07/2022 - Gladstone Institutional Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 03/31/2022 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 04/2015 - LPL Financial - broker-dealer registered admin - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 7. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-22
• S63 Uniform Securities Agent State Law Examination
  1995-06-09

Other Names

• Patricia Lynn Jankowski
• Patty Sacco Krueger
• Patricia Lynn Sacco
• Patty Sacco Krueger
• Patricia Lynn Sacco