Thomas
Minnick

Lpl Financial LLC

CRD#6306548
Investment Advisor
in Hudson, OH

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About this Advisor

Thomas Minnick is a financial advisor based in Hudson, Ohio, working with Lpl Financial LLC. Thomas has previously held positions at Legacy Investment Group LLC, Blackstone Wealth Management, Inc, Ameriprise Financial Services, LLC, University Of Akron College, and Lpl Financial LLC. Thomas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Thomas is part of Lpl Financial LLC, which operates out of Hudson, Ohio. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5697 Darrow Road
Hudson, OH 44236

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

OH Average: $646,059,043
Total Number of Employees

35,841

OH Average: 13
Total Number of Accounts

1,910,545

OH Average: 661
Average Account Size

$242,588

OH Average: $977,396

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

Thomas Minnick Work History

2022 - Present (3 years)

Lpl Financial LLC

2019 - 2022 (3 years)

Ameriprise Financial Services, LLC

2018 - 2019 (1 year)

Blackstone Wealth Management, Inc

2015 - 2018 (3 years)

Legacy Investment Group LLC

2011 - 2015 (4 years)

University Of Akron College

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Disclosures

Please visit the SEC profile of Thomas Minnick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Ahamad Manohorathat
Santa Monica, CA
Mitchell Hesen
Woodland Hills, CA
James Wunsch
Victor, ID
Scott Nishida
Honolulu, HI
Michael Binz
Lexington, KY
Carol Larson
Tucson, AZ
Stanley Tzikas
Fairfield, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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