Patrick Broeske, financial advisor Fond Du Lac WI

Patrick Broeske

CRD Number: 1979771
Current Firm: Lpl Financial LLC

Patrick Broeske (CRD# 1979771) is an Investment Advisor Representative working at Lpl Financial LLC in Fond Du Lac, WI and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Llc (formerly: Linsco/private Ledger Corp.) Fond Du Lac, WI Nov 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Patrick M. Broeske
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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