Joanna Sue Stookey Walker

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

• 05/2007 → 12/2017
  Stookey Companies
  Des Moines, IA
• 07/2014 → Present
  World Financial Group, Inc.
  Tucson, AZ
• 10/2014 → 03/2021
  Transamerica Financial Advisors, Inc
  Tucson, AZ
• 07/2015 → 02/2017
  Aflac
  Peoria, AZ
• 05/2016 → 04/2024
  Ask Insurance Group, Llc
  Gilbert, AZ
• 03/2017 → 06/2020
  Aflac Incorporated
  Peoria, AZ
• 05/2018 → 07/2019
  Mariposa Point At Algodon Center
  Phoenix, AZ
• 02/2019 → 04/2024
  Netlaw
  Louisville, KY
• 03/2019 → 04/2020
  Network Together, Llc
  Scottsdale, AZ
• 05/2019 → 04/2024
  Olson Insurance Agency
  Glendale, AZ
• 10/2020 → 04/2024
  College Loan Freedom
  Henderson, NV
• 03/2021 → 05/2024
  Growstrong Wealth Strategies, Llc
  Loveland, CO
• 03/2021 → 01/2023
  Guided Wealth Insurance, Llc
  Loveland, CO
• 02/2017 → 03/2021
  Transamerica Financial Advisors, Inc.
  Tucson, AZ
• 09/2021 → 05/2024
  Growstrong Wealth Strategies, Llc
  Loveland, CO
• 05/2024 → Present
  Lpl Financial Llc
  Goodyear, AZ

Previous Registrations

• 2021-04-01 → 2024-04-29
  Growstrong Wealth Strategies
  Fort Collins, CO
  Goodyear, AZ
• 2017-02-01 → 2021-03-25
  Transamerica Financial Advisors, Llc
  Greenwood Village, CO
  Tucson, AZ

Other Businesses

1- 05/02/2024/ Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) - Start Date: 04/26/2024- 160 hr mnth / 8 hrs during trading. 2- 05/02/2024/ Priority Life Consultants / Non-Variable Insurance / Investment Related Good Year AZ - Start Date: 04/26/2024/ 40 hrs mnth / 2 hr during trading 3 05/02/2024/ One Resource Group / Non-Variable Insurance / Investment Related - ; Roanoke VA - Start Date: 04/26/2024 / 40 hrs mnth / 2 hr during trading. 4- 05/02/2024/ World Financial Group / Non-Variable Insurance / Investment Related - Creek GA - Start Date: 4/26/2024 / 1 hrs mnth / 1 hr during trading 5- 05/02/2024/ Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) - Start Date: 04/26/2024 160 hr mnth / 8 hrs during trading. 6- 01/31/2025- Brightmont Academy- Outside/W-2 Employment- At Phoenix, AZ- Start date 02/03/2025- Not Investment Related - 25 Hrs/Mth - 0 Hrs During Trading. 7) 09/12/2025 - Barson Insurance and Financial Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:09/08/2025 - 8 Hrs/Mth - 8 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-28
• S63 Uniform Securities Agent State Law Examination
  2014-11-06

Other Names

• Joanna Sue Stookey