Todd Andrew Stepke

Current Employers

Employment History

• 01/2004 → Present
  Lpl Financial, Llc
  Allison Park, PA
• 05/2021 → Present
  Key Wealth Management, Inc.
  Wexford, PA

Other Businesses

1. 11/16/2011: TSTEPKE & ASSOCIATES, INC; Business Entity For Tax/Investment Purposes Only; NOT INV REL; AT REPORTED BUSINESS LOCATION(S); Shell account for tax reporting reasons; TIME SPENT 15%. 2. 05/29/2013 - TSTEPKE & ASSOCIATES INC. -TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPARATION - 30% OF TIME SPENT 3. 02/04/2022 - BD Registered Rep with LPL Financial - Investment related - At reported business location(s) - - start date:02/04/2022 - 160 hrs/mo - 7 hrs during trading. 4. 03/03/2022 - Key Wealth Management Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/18/2022 - 50 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Key Wealth Management Inc, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-22
• S63 Uniform Securities Agent State Law Examination
  1991-09-27