Kathryn Mcleod Lancaster

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

• 08/2011 → 03/2025
  Edward Jones
  St Louis, MO
• 03/2025 → Present
  Lpl Financial Llc
  Gainesville, FL

Previous Registrations

• 2011-10-04 → 2025-03-11
  Edward Jones
  St Louis, MO
  Gainesville, FL
  Gainesville, FL
  Gainesville, FL

Other Businesses

1- 02/19/2026 - Lancaster Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/18/2026 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-09-30

Other Names

• Kathryn Suzanne Mcleod