Stephanie Mealman Stuart

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

• 04/2014 → 08/2018
  Minikahda Club
  Minneapolis, MN
• 05/2015 → 10/2019
  Edina Country Club
  Edina, MN
• 11/2015 → 05/2020
  Flirt Boutique
  Saint Paul, MN
• 08/2016 → 10/2019
  Minneapolis Public Schools
  Minneapolis, MN
• 04/2014 → Present
  Lifetime Fitness
  Chanhassen, MN
• 05/2017 → Present
  Lukeworks
  Minneapolis, MN
• 02/2021 → Present
  Lpl Financial, Llc
  Edina, MN

Other Businesses

1. 02/12/2021 - TUFFORD-HUGHES AND ASSOCIATES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ EDINA, MN 2. 09/01/2007 - MEALMAN ENTERPRISES LLC/ OTHER - BUSINESS OWNER/ NOT INVESTMENT RELATED/ 0%/ BLOOMINGTON, MN 3. 01/01/2013 - MORRISEY INC/ OTHER - BUSINESS OWNER/ NOT INVESTMENT RELATED/ 0%/ BLOOMINGTON, MN 4. 12/18/2023 - Morrissey, Inc - Non-Investment Related - Bloomington, MN - Business Owner - Part Time Safety Coordinator - Started: 4/17/2023 - 10 Hrs/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-12

Other Names

• Stephanie Marie Pond Mealman