Patrick Arthur Trimp

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

• 05/2009 → 08/2021
  Wells Fargo Advisors Financial Network Llc
  Idaho Falls, ID
• 08/2021 → 03/2025
  Nations Financial Group, Inc.
  Idaho Falls, ID
• 03/2025 → Present
  Lpl Financial
  Idaho Falls, ID

Previous Registrations

• 2021-08-20 → 2025-03-24
  Nations Financial Group, Inc.
  Cedar Rapids, IA
  Idaho Falls, ID
• 2008-03-07 → 2021-08-23
  Wells Fargo Advisors Financial Network, Llc
  Idaho Falls, ID
  Idaho Falls, ID
• 2008-02-25 → 2008-03-11
  Edward Jones
  Idaho Falls, ID

Other Businesses

1- 01/2025 / Trimp Wealth Management, Inc. / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 140 HRS MNTH / 7 HRS DRNG TRDNG / START 3/8/2008 2 -01/2025 / Real Estate Rental / INV RLTD / 5 HRS MNTH / START 03/01/2008

Exams

• S66 Uniform Combined State Law Examination
  2008-02-21
• S63 Uniform Securities Agent State Law Examination
  1999-09-01

Designations

• Certified Financial Planner