Marion Paxson Steward

Current Employers

Employment History

• 10/2000 → Present
  Lpl Financial, Llc
  Lakewood, CO
• 04/2001 → 03/2025
  Marion Steward, Cfp
  Lakewood, CO
• 05/2001 → 03/2025
  Financial Steward Associates
  Boulder, CO

Other Businesses

1. 3/8/2001 - OUTSIDE SALES OF NON-VARIABLE INSURANCE - TIME SPENT 15% 2. 03/06/2012 * Financial Steward Associates Scholarship Program * Educational Scholarship * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 1%. 3. 10/22/2012: OTHER-FEE FOR SEMINAR / CHARGING A FEE TO PROVIDE EDUCATIONAL (NON-PRODUCT SPECIFIC) SEMINARS TO THE GENERAL PUBLIC/ TIME SPENT 5% 4. 6/29/2021 - No Business Name - Investment Related - 8239 WILLOW LN NIWOT, CO 80503 & Kailua-Kona, HI 96740 - Real Estate Rental - Start Date: 6/14/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Condo in Hawaii to be used as vacation rental. 5) 04/21/2025 - Financial Steward Associates LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/01/2000 - 200 Hrs/Mth - 7 Hrs During Trading 6) 06/05/2025 - Financial Steward Associates LLC - Registered Investment Advisor - Investment Related - At Reported Business Location(s) - Start Date:01/01/2000 - 8 Hrs/Mth - 4Hrs During Trading - I provide financial planning and consulting services through Financial Steward Associates LLC, an independent investment advisor firm. I started this business activity in 1/2000. I expect to spend approximately 8 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-12
• S63 Uniform Securities Agent State Law Examination
  1996-10-16

Designations

Other Names

• Marion Irene Paxson