Jack W Wingerd
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCMay 2025 to now
- Financial Dimensions Group, Inc.Jan 2020 to Feb 2025
- Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.Dec 2019 to May 2025
- The Prudential Insurance Company of AmericaSep 2019 to Dec 2019
- Pruco Securities LLCJun 2019 to Nov 2019
- The Meritex CompanyJun 2018 to Aug 2018
- St. John's UniversityAug 2017 to May 2018
- Energy Management CollaberativeMay 2017 to Aug 2017
- St. John's UniversityAug 2016 to May 2017
- Saint John's UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6525833
- Firm CRD
- 6413