Stewart Mcfarland Dove

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

• 05/2021 → 08/2021
  College Hunks Hauling Junk And Moving
  St. Louis, IL
• 05/2022 → 08/2022
  Algonquin Country Club
  St. Louis, MO
• 08/2021 → 05/2025
  University Of Georgia
  Athens, GA
• 05/2024 → 08/2024
  Wintrust Wealth Management
  Chicago, IL
• 01/2015 → 05/2021
  Ladue School
  St. Louis, MO
• 05/2025 → 08/2025
  Unemployed
  St. Louis, MO
• 08/2025 → Present
  Wintrust Bank
  Chicago, IL
• 08/2025 → Present
  Lpl Financial Llc
  Chicago, IL

Other Businesses

1.Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wintrust Investments - Inv Rel - At Reported Business Location (s) - Start Date : 08/2025

Exams

• S66 Uniform Combined State Law Examination
  2026-02-28