Jeffrey Petronack (CRD# 2667166) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Paul, MN and has over 28 years of experience in the finance industry. Jeffrey Petronack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Apple Valley, MN | May 2022 - Current | 1 |
| Wings Financial Credit Union | Apple Valley, MN | Jun 2015 - Current | 8 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2015 - Current | 8 |
| Allianz Life Financial Services LLC | Minneapolis, MN | May 2012 - Jun 2015 | 3 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Jul 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- MN
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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