Mollie Meaghan Jeschke

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-04
IL	RA	APPROVED	2025-01-23

TX RA
APPROVED_RES

Since 2025-02-04
IL RA
APPROVED

Since 2025-01-23

Branch Locations

245 Waukegan Road, Northfield, IL 60093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wintrust Investments, Llc	Lake Forest	IL	08/2014	01/2025
Wintrust Investments, Llc	Lake Forest	IL	04/2023	01/2025
Lpl Financial Llc	Lake Forest	IL	01/2025	Present

08/2014 → 01/2025

Wintrust Investments, Llc

Lake Forest, IL
04/2023 → 01/2025

Wintrust Investments, Llc

Lake Forest, IL
01/2025 → Present

Lpl Financial Llc

Lake Forest, IL

Previous Registrations

2021-03-08 → 2025-01-23

Wintrust Investments Llc

Chicago, IL

Lake Forest, IL

Northfield, IL

Other Businesses

1- 01/2025- Wintrust Investments- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 11/01/2018- 160 hours per month/ during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-05

S66 Uniform Combined State Law Examination

2021-03-05

Other Names

Mollie Jeschke

View on SEC IAPD