Marcus Roger Stookey

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

• 01/2011 → Present
  World Financial Group, Inc.
  Northglenn, CO
• 10/2011 → 01/2023
  Serving In Style
  Denver, CT
• 01/2012 → 02/2021
  Transamerica Financial Advisors, Inc
  Northglenn, CO
• 11/2016 → 08/2018
  Federal Express
  Henderson, CO
• 11/2016 → Present
  City Of Denver-Denver International Airport
  Denver, CO
• 04/2017 → 08/2018
  Cativella Wood-Fired Italian
  Denver, CO
• 12/2018 → 01/2023
  Master Network
  Plano, TX
• 12/2018 → Present
  Stookey Holdings, Llc
  Brighton, CO
• 02/2019 → 12/2024
  Netlaw
  Louisville, KY
• 02/2021 → 12/2024
  Growstrong Wealth Strategies, Llc
  Loveland, CO
• 02/2021 → 01/2023
  Guided Wealth Insurance, Llc
  Loveland, CO
• 04/2014 → 02/2021
  Transamerica Financial Advisors, Inc.
  Northglenn, CO
• 09/2021 → 12/2024
  Growstrong Wealth Strategies, Llc
  Loveland, CO
• 12/2024 → Present
  Lpl Financial, Llc
  Brighton, CO

Previous Registrations

• 2021-02-19 → 2024-12-31
  Growstrong Wealth Strategies
  Fort Collins, CO
• 2014-04-30 → 2021-02-18
  Transamerica Financial Advisors, Llc
  Centennial, CO
  Greenwood Village, CO
  Westminister, CO

Other Businesses

1-11/2024 / Ash Brokerage / Non-Variable Insurance / INV RLTD / 4 HRS MNTH / 3 HRS DURING TRADING / START 02/01/2021 2- 11/2024 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 12/01/2024 3- 11/2024 / Stookey Holdings, LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 1 HRS MNTH / START 12/01/2018 4- 11/2024 / World Financial Group / Non-Variable Insurance Trails Only / INV RLTD / START 10/01/2010 5- 11/2024 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 12/01/2024 6- 11/2024 / City of Denver-Denver International Airport / W2- Employment / NON INV RLTD / 6 HRS MNTH / 1.5 HRS DURIING TRADING / START 11/01/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-24
• S63 Uniform Securities Agent State Law Examination
  2013-12-19

Other Names

• Mark R Stookey