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Robert David Hatch

LPl Financial LLC

Lodi, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-10
  • WI RA
    APPROVED
    Since 2026-08-10

Branch Locations

208 South Main Street, Lodi, WI 53555 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2014 11/2017
Woodbury Financial Services Inc Windsor WI 11/2017 01/2024
Osaic Wealth, Inc. Lodi WI 01/2024 08/2026
Lpl Financial Llc Lodi WI 08/2026 Present
Previous Registrations
  • 2024-01-19 → 2026-08-13
    Osaic Wealth, Inc.
    Lodi, WI
  • 2017-11-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Windsor, WI
    Windsor, WI
    Naples, FL
    Lodi, WI
  • 2014-11-25 → 2017-10-05
    Edward Jones
    St Louis, MO
    Lodi, WI
    Cross Plains, WI
    Lodi, WI
Other Businesses

1. 08/2026 - MSU BOBCATS LLC - Real Estate Rental - INV REL - 01 Hrs/Mth - 00 Hrs During Trading - Lodi, WI 53555 - OBA Start Date: 09/01/2021 2. 08/2026 - ROBERT D HATCH FINANCIAL - Non-Variable Insurance - INV REL - 04 Hrs/Mth - 04 Hrs During Trading - Lodi, WI 53555 - OBA Start Date: 01/01/2018 3. 08/2026 - PREFERRED TAX LLC - Tax Prep/Accounting/CPA - INV REL - 40 Hrs/Mth - 40 Hrs During Trading - Lodi, WI 53555 - OBA Start Date: 01/01/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-03
  • S66 Uniform Combined State Law Examination
    2014-10-03
Other Names
  • Robert Hatch

View on SEC IAPD

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