LPL Financial announced that father-son financial advisors Patrick Trimp, CFP, and Jack Trimp, ChFC, of Trimp Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor, and custodial platforms. They reported serving about $220 million in advisory, brokerage, and retirement plan assets and joined LPL from Nations Financial Group.
Based in Idaho Falls, Idaho, Patrick Trimp transitioned to the wealth management industry in 1999 after a decade of service in the U.S. Navy, during which he completed nuclear power training and was assigned to the USS Hammerhead (a fast-attack submarine). And it was during his time in the Navy that Patrick was inspired to pivot his career, marrying his background in math with the intrigue of financial strategy.
In 2008, he launched Trimp Wealth Management with the goal of helping his clients achieve their financial objectives through education, strategic planning, and a commitment to their success. Jack Trimp joined his father’s practice in 2019, and together, they take a client-centered approach to helping their clients build sound financial futures.
The Trimps are also active in their community and strongly believe in the importance of volunteering. Patrick is an active member in his church, and Jack served as a missionary to South Africa, Uganda, and South Sudan, working in refugee camps with Youth With A Mission (YWAM) – a non-profit Christian organization.
KEY QUOTES:
“Being able to add value for my clients’ financial wellness is the best part of the job. We’re here to guide our clients in making smart and strategic decisions about their finances and help them pursue their goals. We get to know our clients on a deeply personal level, and we are proud that most of our clients come to us through referrals.”
– Patrick Trimp
“We spent more than three years looking for a new partner, so you could say we really did our due diligence. In the end, the decision to partner with LPL was the obvious choice. What really stood out to us was LPL’s integrated and open architecture platform where we can access everything with a single sign-on as well as their ongoing commitment to meeting the evolving needs of advisors. We are confident that making the move to LPL is the right decision for our business and our clients.”
– Jack Trimp
“We welcome Patrick and Jack to the LPL community and wish them success with this next chapter of their business. As their partner, we are committed to delivering innovative technology, integrated platforms and strategic resources to help them seamlessly run their practice and provide an elevated client experience. We look forward to supporting Trimp Wealth Management for years to come.”
– Scott Posner, LPL Executive Vice President, Business Development
