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Paul Kenneth Cook

Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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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

10 years in the industry.

  1. LPL Financial LLCNov 2025 to now
  2. Langschied FinancialNov 2025 to now
  3. LPL EnterpriseDec 2024 to Nov 2025
  4. Prudential AdvisorsDec 2024 to Oct 2025
  5. Equitable Advisors, LLCOct 2024 to Dec 2024
  6. UnemployedJun 2024 to Sep 2024
  7. Bank of Ann ArborApr 2022 to May 2024
  8. Bank of Ann ArborJun 2021 to Mar 2022
  9. University of MichiganSep 2018 to May 2021
  10. At the Time - Um Computer Showcase; Now - Um Tech ShopJun 2018 to Jul 2019
  11. Flat Rock Metal, Inc.Jun 2017 to Aug 2017
  12. Pennsylvania State UniversityAug 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7996137
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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