Patrick Schulz
Patrick Schulz is a registered investment advisor at LPL Financial LLC, based in Evansville, IN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4500 Washington Ave, Evansville, IN, 47714
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Patrick has a DBA for his LPL business through Old National Investments and Old National Wealth Advisors. He also coaches/referees, spending about 10-20% of his time teaching batting lessons, and works as a Wealth Advisor for Old National Bank, spending minimal time on this role during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Marketing One Securities, INC.Broker
Onb Investment Services, INC.Broker
State Registrations8 states
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.