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Patrick Gorkow

33 Years of Experience
Van Horne, IA
BrokerSells Insurance

Patrick Gorkow is a registered investment advisor at LPL Financial LLC, based in Van Horne, IA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

102 2nd St., Van Horne, IA, 52346

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Patrick operates Gorkow Financial as a DBA for his LPL business and is a notary. He is also the Mayor of Van Horne, spending about 10-20% of his time in this role, and is involved in non-variable insurance and tax preparation/accounting, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2024 - Present · 1 yr 8 mos
LPL Financial LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - October 2024 · 4 mos
Osaic Wealth, INC.
June 2024 - October 2024 · 4 mos
Securities America Advisors, INC.
December 2014 - June 2024 · 9 yrs 6 mos
Securities America, INC.Broker
December 2014 - June 2024 · 9 yrs 6 mos
Voya Financial Advisors, INC.
October 2006 - December 2014 · 8 yrs 2 mos
Voya Financial Advisors, INC.Broker
May 2006 - December 2014 · 8 yrs 7 mos
Ameriprise Financial Services, INC.
January 1999 - June 2006 · 7 yrs 5 mos
Ameriprise Financial Services, INC.Broker
February 1993 - June 2006 · 13 yrs 4 mos
Ids Life Insurance CompanyBroker
February 1993 - June 2006 · 13 yrs 4 mos
State Registrations15 states
ARAZCAFLIAILKSMNMONCNENVORTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.