Winch Financial
44yrs
Top advisor by experience in Appleton
26yrs
Patrick Minskey
Financial advisor at LPL Financial
Patrick Minskey has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Appleton, Wisconsin. After eight years at Edward Jones, Patrick joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience in Wisconsin
OfficeAppleton, WI
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowLPL Financial LLCCurrent firm
- 2010 – 2018Edward JonesPreviously
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. Appleton, WIOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 Minskey. Patrick works from the Appleton, WI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 26 years. Top 25% by experience in Wisconsin.
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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