Andrew Lee Stewart

Current Employers

Employment History

• 10/2003 → 09/2016
  Holmertz-Parsons, Cpa
  Rockford, IL
• 12/2016 → 12/2019
  Lucas Group Financial Advisors, Inc.
  Freeport, IL
• 05/2019 → 09/2025
  Regal Investment Advisors, Llc
  Kentwood, MI
• 09/2016 → Present
  Lucas Group Cpas + Advisors, Llc
  Freeport, IL
• 08/2025 → Present
  Lucas Group Financial Advisors, Llc
  Freeport, IL

Previous Registrations

• 2019-06-04 → 2025-10-07
  Regal Investment Advisors Llc
  Freeport, IL
  Kentwood, MI
  Rockford, IL
  Rockford, IL
• 2017-03-16 → 2019-11-18
  Lucas Group Financial Advisors, Inc.
  Freeport, IL

Other Businesses

1)Partner at Lucas Group CPAs + Advisors, LLC. Located at 1617 Temple Lane Rockford, IL and 1753 S. West Ave Freeport, IL. Nature of business: Accounting/Taxes. Not investment related. Started on 9/1/2016. Devotes approx. 160 hours per month; 120 during trading hours. Duties include tax preparation and audit work. 2) Freeport Middle School -Football coach; 701 W Empire St, Freeport, IL 61032; Not investment related. Start date: 07/2021; Paid position, small stipend. 4-8 hrs/month, -0- during trading; 3) Freeport Phantoms Youth Football and Cheer - Treasurer; 2800 S Walnut Road, Freeport, Illinois 61032; Not investment related; No compensation; 1 hr/month,-0- during trading; Start date: since 01/2026; Financial Oversight & Administration. 4) The Foundation for Northwest Illinois - Board Member; 1525 S Forest Rd Suite 200,Freeport, IL 61032; Not investment related; 1 hr/month, 0 during trading; Start 1/1/2022; No compensation; Attend board meetings and vote - foundation grants to nonprofits in the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-09