Patrick Lynn Goltz

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-11-30
MN	RA	APPROVED	2013-12-23

TX RA
APPROVED_RES

Since 2015-11-30
MN RA
APPROVED

Since 2013-12-23

Branch Locations

Avon, MN • 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
Lpl Financial, Llc	St Cloud	MN	12/2010	Present

12/2010 → Present

Lpl Financial, Llc

St Cloud, MN

Previous Registrations

2008-08-26 → 2010-12-06

Edward Jones

St Cloud, MN

Sauk Rapids, MN

Sauk Rapids, MN

St Louis, MO

St Louis, MO

Other Businesses

(1) 01/22/2015: GOLTZ WEALTH MANAGEMENT - INV REL - N/A - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 01/21/2015 - NO TIME SPENT - NO SERVICES BEING PROVIDED (2) 03/11/2015 - GOLTZ WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 180 HOURS PER MONTH - SARTELL, MN. (3) 8/4/2017 - Atlas Staffing - Not Investment Related - Minneapolis/St Paul area - Outside/W-2 Employment - Started 07/29/2017 - 6 Hours Per Month/1 Hour During Securities Trading. (4) 06/11/2026 - Goltz Wealth Management - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/10/2026 - 5 hours per month/ during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-02-11
S63	Uniform Securities Agent State Law Examination	2006-03-17

S66 Uniform Combined State Law Examination

2008-02-11
S63 Uniform Securities Agent State Law Examination

2006-03-17

Other Names

Pat Lynn Goltz

View on SEC IAPD