Stephen A. Dillemuth

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

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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.