Shean Elton Fletcher

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

• 08/2012 → 10/2018
  Edward Jones
  St Louis, MO
• 10/2018 → Present
  Lpl Financial Llc
  Kansas City, MO

Previous Registrations

• 2012-10-03 → 2018-10-08
  Edward Jones
  Maryland Heights, MO
  Kansas City, MO
  Liberty, MO
  Maryland Heights, MO

Other Businesses

1. 10/8/2018 - Fletcher Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/5/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/30/2019 - Fletcher Wealth Management - DBA: Wealth KC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/09/2019 - 160 Hours Per Month During Securities Trading. 3. 11/18/2021 - Second Generation Properties LLC - Investment Related - Amarillo, TX, 79118 - Real Estate Rental - Started 09/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 4. 11/15/2022 - Fletcher Tax, LLC-DBA: Wealth|KC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date - 11/01/2021 - 4 Hours Per Month/4 Hours During Securities Trading 5. 03/05/2024 - Wealth|KC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/05/2024 - 15 Hours Per Month/ 10 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2012-10-02

Other Names

• Shean Elton Fletcher