Steven W. Landwersiek, President & LPL Financial Advisor

FINRA

· General Securities Representative and (Series 7)

· Uniform Securities Agent (Series 63)

· General Securities Principal (series 24)

· Investment Advisor Representative (Series 66)

· General Securities Sales Supervisor (Series 9/10)

Florida Department of Financial Service*

· Health, Life, and Variable Annuity Insurance License (215)

LPL Financial*

· Investment Planner

CRPC conferred by The College for Financial Planning*

· Chartered Retirement Planning Counselor SM

· Accredited Portfolio Management Advisor SM

*Registrations held with LPL Financial

Areas of Focus

· Investment Planning and Portfolio Management

· Risk Management

· Retirement Planning Strategies

· Planning for Charitable Giving

· Estate Planning Strategies

Memberships & Community

· HSPS Rotary

· Stuart Martin County Chamber of Commerce

· Hobe Sound Chamber of Commerce

· Business Associates of Martin County

Related Experience

Financial Planning

President and Investment Planner (01/ 2017-Present)

Landwersiek and Associates Investment Planning Group LPL Financial - Stuart FL

Franchise Owner (12/2008 - 12/2016)

Landwersiek and Associates A financial advisory practice Ameriprise Financial - Stuart FL

Financial Advisor (11/2002 - 12/2008)

UBS Financial Services - Palm Beach, FL Glenn Michael Financial - Melville, NY

President/CEO

Rockaway Kennedy Check Cashing (1989-2001)

· Managing Partner 17 locations

· Managed business expansion

· Prepared business plans and forecasts

Phone(772) 233-4315

Fax(772) 233-4316