Mary Margaret Mcdonald

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2022 → 11/2024
  Pruco Securities Llc
  Sioux City, IA
• 12/2002 → 03/2023
  Winnavegas Casino
  Sloan, IA
• 03/2023 → Present
  The Prudential Insurance Company Of America
  Sioux City, IA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Sioux City, IA

Previous Registrations

• 2023-02-23 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis Park, MN
  Sioux City, IA

Other Businesses

1) 10/29/2024- PIPAC- Non-Variable Insurance- MEDICARE SUPPLEMENT AND DRUG CARD SALES- INV Related- At Sioux City, IA- Start date 05/22/2023- 1 HRS MTH- 1 HRS During Trading 2) 02/19/2026-Hidden Valley Enterprise, LLC-Owner-Real Estate Rental-Inv related-At Onawa, IA-Start date 01/23/2026-5hrs/mth-0hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13

Other Names

• Mary Margaret Thorp
• Mary Margaret Stier