Steven W. Landwersiek

Steven W. Landwersiek

President & LPL Financial Advisor

 

Qualifications

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