Stephen Matthew De Jong

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

• 07/2020 → 10/2021
  Alma Bolt Company
  Alma, MI
• 10/2021 → Present
  Dlp Financial Partners
  Alma, MI
• 08/2018 → 05/2020
  Gratiot Community Credit Union
  Alma, MI
• 05/2020 → 07/2020
  Unemployed
  Alma, MI
• 08/2014 → 05/2018
  Cedarville University
  Cedarville, OH
• 10/2021 → Present
  Lpl Financial Llc
  Alma, MI

Other Businesses

1) 05/18/2022 - DLP Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2024-01-19

Other Names

• Matthew Stephen De Jong