Patrick Stadum
Patrick Stadum is a registered investment advisor at LPL Financial LLC, based in Crookston, MN, with 8 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
304 N Broadway, Crookston, MN, 56716
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Regulatory History (1)
Criminal
October 2015Other Business ActivitiesSells Insurance
Patrick operates under the DBA American Federal Investments for his LPL business since 2018, and works as an associate banker at American Federal Bank, dedicating nearly full-time hours during securities trading. He is also an insurance agent with Ash Brokerage since 2023, selling non-variable insurance products, which takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
State Registrations10 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.