Stephen A. Dillemuth

Stephen A. Dillemuth

CPA / LPL Financial Advisor

Qualifications

FINRA*

  • General Securities Representative and (Series 7)*
  • Investment Advisor Representative (Series 66)*

Florida Department of Financial Service

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

Ameriprise Financial - Stuart, FL (2010-12/2016)

  • Financial Advisor

Education

  • Masters of Science, Accounting - Nova Southeastern University
  • Bachelors of Science, Accounting - Fairleigh Dickinson University

CRPC conferred by The College for Financial Planning 

  • Chartered Retirement Planning Counselor SM

*Registrations held with LPL Financial


Areas of Focus

  • Personal Financial Planning
  • Business Financial Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Planning
  • Planning for Charitable Giving
  • Estate Planning Strategies

Memberships & Community

  • Rotary International - Stuart -Sunrise Chapter (President 2012-2013)
  • Business Associates of Martin County
  • Free and Accepted Masons (Acacia Lodge #163)
  • Sons of the American Revolution (St Lucie Chapter)

Related Experience

Ameriprise Financial - Stuart Fl (2010-12/2016)

Certified Public Accountant, VP (2008-Present)
Gillman, Shapiro & Dillemuth, PA - Stuart FL**

VP - Taxation and Treasury (1998 - 2007)
AmeriPath, Inc. - Palm Beach Gardens, FL

 

**Gillman, Shapiro & Dillemuth, PA, Investment Planning Group and LPL Financial are separate entities.

Phone (772) 233-4315
Fax (772) 233-4316