Stephen Jacob Hlavinka

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

• 07/2018 → 01/2024
  Edward Jones
  St Louis, MO
• 08/2008 → 05/2018
  Brazos Independent School District
  Orchard, TX
• 08/1999 → Present
  Grace Community Fellowship
  Wharton, TX
• 01/2024 → Present
  Lpl Financial Llc
  Missouri City, TX
• 06/2018 → 02/2024
  Edward Jones
  Sugar Land, TX

Previous Registrations

• 2018-10-19 → 2024-02-05
  Edward Jones
  East Bernard, TX
  St Louis, MO
  Sugar Land, TX

Other Businesses

1) 01/12/2024 - Sienna Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 01/12/2024 - Grace Community Fellowship - Outside/W-2 Employment - Worship Leader - TX 77488 - Non investment related - 24 Hours per month - Start date: 01/01/2010. 3) 06/02/2025 - Hlavinka Heritage LLC - Not Inv. Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start date:04/08/2025 - 1Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-18

Other Names

• Stephen Jacob Hlavinka
• Stephen Hlavinka