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CFP
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CFP

Marion Steward

LPL Financial LLC
29 Years of Experience
Boulder, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Marion Steward is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boulder, CO, with 29 years of industry experience. Marion is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1790 38th St Ste 101, Boulder, CO, 80301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marion is involved in several outside business activities. She sells non-variable insurance (about 10-20% of her time), manages an educational scholarship program (minimal time), and charges a fee for educational seminars (minimal time). Marion also owns a vacation rental condo in Hawaii (a few hours per week) and operates her LPL business through Financial Steward Associates LLC (more than full-time).

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
Financial Steward Associates, LLC
April 2001 - Present · 25 yrs 6 mos
LPL Financial LLCBroker
October 2000 - Present · 26 yrs
Previous Registrations
LPL Financial LLC
October 2000 - August 2022 · 21 yrs 10 mos
Foothill Securities, INC.Broker
September 1998 - October 2000 · 2 yrs 1 mo
Sunamerica Securities, INC.Broker
October 1996 - September 1998 · 1 yr 11 mos
State Registrations26 states
AKALARAZCACOCTDCFLIDILINKSLAMIMOMTNCNENMORPATNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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