Patrick Gherity (CRD# 2682755) is an Investment Advisor Representative working at Lpl Financial LLC in Vadnais Heights, MN and has over 28 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Frandsen Bank & Trust | Vadnais Heights, MN | Apr 2023 - Current | 1 |
Lpl Financial LLC | Vadnais Heights, MN | Apr 2023 - Current | 1 |
U.s. Bancorp Investments, Inc. | Woodbury, MN | May 2019 - Apr 2023 | 3 |
Raymond James Financial Services | Amery, MN | Nov 2014 - May 2019 | 4 |
Raymond James Financial Services Advisors Inc. | Amery, MN | Nov 2014 - May 2019 | 4 |
Bremer Bank | Amery, WI | Nov 2014 - May 2019 | 4 |
Wings Financial Credit Union | Apple Valley, MN | Jan 2014 - Nov 2014 | < 1 |
Cuna Brokerage Services, Inc. | Waverly, IA | Jan 2010 - Nov 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1996 |
S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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