Melissa Andrea Baldwin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Lpl Financial Llc
  Fort Collins, CO
• 04/2022 → 03/2025
  Financial Steward Associates, Llc
  Fort Collins, CO

Previous Registrations

• 2022-04-22 → 2025-04-03
  Financial Steward Associates, Llc
  Boulder, CO
  Fort Collins, CO
• 2007-07-10 → 2011-11-01
  Edward Jones
  St Louis, MO
  Ft Collins, CO

Other Businesses

(1) 07/20/2015: ADVISORY SERVICES OFFERED THROUGH THE REGISTERED ENTITY, FINANCIAL STEWARD ASSOCIATES. DOES BUSINESS AS, ALL SEASONS ADVISORY SERVICES, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/01/2015 - 30 HR/MO 25 DURING SECS TRDG HRS

Exams

• S66 Uniform Combined State Law Examination
  2007-06-22

Other Names

• Melissa Watkins
• Melissa Andrea Watkins