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Patrick L

Series 63, Series 65

Woodstock, IL

LPL Financial

Patrick Louise is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as the athletic director for St. Mary Catholic School in Woodstock, IL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Timothy F

Series 63, Series 65

Woodstock, IL

LPL Financial

Timothy Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2009 and operates under the dba Fraser Wealth Management in Woodstock, Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Derek H

Series 63, Series 65, Series 66

Woodstock, IL

LPL Financial

Derek Hartmann is a financial advisor with LPL Financial in Woodstock, IL, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has been with LPL Financial since 2019. Outside of advising, he is involved in restoration work and occasionally caddies at a private golf club. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, various advisory programs, and custodial services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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