LPL Financial
43yrs
Top advisor by experience in Idaho Falls
27yrs
Patrick Trimp is a fiduciary financial advisor in Idaho Falls, Idaho, with 27 years in the industry. Patrick joined LPL Financial in 2025, after four years at Nations Financial Group and 13 years at Wells Fargo Advisors. Patrick holds the CFP® designation.
One of 137 advisors with offices in Idaho Falls, and one of 132 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 17% by experience in Idaho Falls
Office1355 Fremont Ave, Idaho Falls, ID 83402
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Nations Financial Group, Inc.Previously
- 2008 – 2021
- Feb 2008 – Mar 2008Edward JonesPreviously
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. 1355 Fremont AveIdaho Falls, ID 83402Office · Get directions Facebook pageLPL Financial
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call LPL Financial at (704) 733-3300 and ask for Patrick Trimp. Patrick works from the Idaho Falls, ID office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 27 years. Top 17% by experience in Idaho Falls.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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