Patrick Christopher Lysaght

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 09/2011 → Present
  Lpl Financial
  Cincinnati, OH
• 04/2012 → Present
  Eukles Asset Management, Llc
  Cincinnati, OH

Previous Registrations

• 2009-11-23 → 2011-09-19
  Morgan Keegan & Company, Llc
  Covington, KY

Other Businesses

1. 4/30/2012: REGISTERED INVESTMENT ADVISOR - EUKLES ASSET MANAGEMENT - EUKLES ASSET MANAGEMENT PROVIDES DISCRETIONARY ASSET MANAGMENT UNDER DUAL/HYBRID REGISTRATION WITH LPL FINANCIAL. - INVESTMENT RELATED=YES - TIME SPENT 10% - CINCINNATI, OH. 2. 12/17/2012: DBA ONLY - EUKLES WEALTH MANAGEMENT - CINCINNATI, OH 3. 12/18/2015 * Patrick Lysaght dba PL47 Productions * Other - Business Owner * NOT INV REL * 3087 Affirmed Drive North Bend, OH 45052 * 12/21/2015 * 10 HRS/MO NOT DURING SECS TRDG HRS. 4. 2/10/2023 - "Budget Even" - Not Investment Related - Home Based - Other - Web and mobile application - Start Date - 06/01/2022 - 20 Hours Per Month/1 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-11-21