Paul
Goeke
Lpl Financial LLC
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About this Advisor
Paul Goeke is a financial advisor who works in Saint Louis, Missouri, with 10 years of experience as a financial advisor. Goeke is on the advisory team at Lpl Financial LLC. Throughout their career, Goeke has worked at Heartland Bank, Edward Jones, Investment Professionals, Inc, Bank Of Franklin County, Ameriprise Financial Services, Inc, Fortune Bank, Money Concepts Capital Corp, U.S. Bancorp Investments, Inc, First Community Credit Union and Lpl Financial LLC. Goeke holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Lpl Financial LLC is an advisory business that has its headquarters in Saint Louis, Missouri. It has offices in 9,898 locations and a total of 28,744 employees. It has $404 billion in total assets across its 1,517,995 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 3,162 charitable organizations. Of its 1,517,995 accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees are based on which services the firm provides the client. However, fee types charged by Lpl Financial LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$404,176,194,148
28,744
1,517,995
$266,257
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Paul Goeke Work History
Paul has 10 years of experience.
First Community Credit Union
Lpl Financial LLC
U.S. Bancorp Investments, Inc
Fortune Bank
Money Concepts Capital Corp
Ameriprise Financial Services, Inc
Investment Professionals, Inc
Bank Of Franklin County
Bank Of Franklin County
Edward Jones
Heartland Bank
Disclosures
Paul Goeke has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Saint Louis, MO
Spokane, WA
Bellevue, WA
Oxnard, CA
San Diego, CA
Seattle, WA
Louisville, KY
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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