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PM
CFP
PM
CFP

Patrick Maher

LPL Financial LLC
30 Years of Experience
Dearborn, MI
Broker
View SEC Summary
View SEC Summary

Patrick Maher is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dearborn, MI, with 30 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

400 Town Center Dr, Dearborn, MI, 48126

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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 Activities

Patrick operates under the DBA DFCU Financial Partners for his LPL business since 2013. This is an investment-related activity taking nearly full-time.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
July 2013 - May 2025 · 11 yrs 10 mos
Cuso Financial Services, L.P.Broker
July 2013 - May 2025 · 11 yrs 10 mos
J.P. Morgan Securities LLC
October 2012 - July 2013 · 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2013 · 9 mos
Chase Investment Services CORP.
January 2011 - October 2012 · 1 yr 9 mos
Chase Investment Services CORP.Broker
January 2011 - October 2012 · 1 yr 9 mos
Ing Financial Partners, INC
September 2010 - November 2010 · 2 mos
Ing Financial Partners, INC.Broker
November 2008 - November 2010 · 2 yrs
Cco Investment Services CORP.
October 2006 - September 2008 · 1 yr 11 mos
Cco Investment Services CORP.Broker
November 2005 - September 2008 · 2 yrs 10 mos
Charter One Securities, INC.
October 2003 - February 2005 · 1 yr 4 mos
Charter One Securities, INC.Broker
March 1999 - December 2005 · 6 yrs 9 mos
Locust Street Securities, INC.Broker
July 1996 - March 1999 · 2 yrs 8 mos
Fn Investment CenterBroker
December 1995 - July 1996 · 7 mos
State Registrations11 states
AZCTFLGAINKYMINJNYPATX
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.
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