Joshua Paul Konkel

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 09/2010 → 11/2024
  Pruco Securities, Llc.
  Sussex, WI
• 09/2010 → Present
  Prudential Insurance Company Of America
  Sussex, WI
• 11/2024 → Present
  Lpl Enterprise, Llc
  Wauwatosa, WI

Previous Registrations

• 2011-04-19 → 2024-11-14
  Pruco Securities, Llc.
  Wauwatosa, WI
  Elm Grove, WI
  Sussex, WI

Other Businesses

1) 09/16/2024 - N6160 Waukesha Ave LLC - I co-owe a building and rent to other advisors - Real Estate Rental - Inv Related - At Wauwatosa, WI - Start Date 08/04/2017 - 1hr/mth - 1hr/mth During Trading 2) 12/02/2025-Prudential Sponsored Non-Variable Insurance-Agent-Non-Variable Insurance/Insurance Agency-Inv related-At Sussex, WI-80hrs/mth-80hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-14
• S63 Uniform Securities Agent State Law Examination
  2010-10-15

Designations

• Certified Financial Planner

Other Names

• Josh Paul Konkel