Patrick Joseph Lantzy
Investment adviser representative at LPL Financial LLC
9 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
9 years in the industry.
- LPL Financial LLCNov 2023 to now
- Northwestern Mutual Wealth Management CompanyJan 2023 to Nov 2023
- Northwestern Mutual Investment Services LLCOct 2021 to Nov 2023
- Northwestern Mutual Life Insurance CompanyOct 2021 to Nov 2023
- UnemployedMay 2018 to Oct 2021
- Westlake High SchoolJul 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7450438
- Firm CRD
- 6413