Patrick David Meister

Current Employers

Employment History

• 07/2015 → 01/2018
  Lpl Financial Llc
  Brookfield, WI
• 01/2018 → 10/2021
  Woodbury Financial Services Inc
  Oconomowoc, WI
• 10/2021 → 12/2025
  Bank Five Nine
  Brookfield, WI
• 10/2021 → 12/2025
  Lpl Financial Llc
  Brookfield, WI
• 02/2026 → Present
  Bmo Harris Bank
  Watertown, WI
• 02/2026 → Present
  Lpl Financial Llc
  Watertown, WI

Previous Registrations

• 2021-10-18 → 2026-01-20
  Lpl Financial Llc
  Mc Farland, WI
  Brookfield, WI
  Brookfield, WI
• 2018-01-25 → 2021-10-19
  Woodbury Financial Services, Inc.
  Oconomowoc, WI
  Naples, FL
  Oconomowoc, WI
• 2015-07-01 → 2018-02-02
  Lpl Financial Llc
  Brookfield, WI
  Cedarburg, WI
  Grafton, WI
  Mequon, WI
  Thiensville, WI
  Fond Du Lac, WI
  Sheboygan, WI
  Berlin, WI
  West Bend, WI
  Mequon, WI
  Green Bay, WI
  Sturgeon Bay, WI
  Green Bay, WI
  Green Bay, WI
  Kiel, WI
  De Pere, WI
• 2013-06-10 → 2015-07-02
  U.S. Bancorp Investments, Inc.
  Elm Grove, WI
  Sussex, WI
  Pewaukee, WI
• 2010-03-08 → 2013-06-24
  Lpl Financial Llc
  Fennimore, WI
  Lancaster, WI
  Prairie Du Chien, WI
  Darlington, WI
  Potosi, WI
  Marshalltown, IA
  Ames, IA
  Prairie City, IA
  Sully, IA
  Story City, IA
  Gladbrook, IA
  Grinnell, IA
  Newton, IA
  Eldora, IA
  Marshalltown, IA
  Menomonee Falls, WI
  Brodhead, WI
  Elkhorn, WI
  Dickeyville, WI
  East Troy, WI
  Jefferson, WI
  Jefferson, WI
• 2008-02-29 → 2010-02-19
  Commonwealth Financial Network
  Prairie Du Sac, WI
  Walworth, WI
  Elkhorn, WI
• 2006-09-22 → 2008-03-04
  Ifmg Securities, Inc.
  Brodhead, WI
  Jefferson, WI
  Menomonee Falls, WI
  Elkhorn, WI
  East Troy, WI
  Jefferson, WI
  Oconto, WI

Other Businesses

1) 01/30/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services Inv Related / At reported business location (s)

Exams

• S66 Uniform Combined State Law Examination
  2006-03-23