Steven W. Landwersiek

Steven W. Landwersiek

President & LPL Financial Advisor

Steven Landwersiek resides in Palm City with his wife Gisela and their dogs, Fonda, and Teddy. Gisela, Steven, and their 3 children moved to Martin County from Dix Hills, N.Y. 22 years ago. They enjoy living and playing in Martin County and the Treasure Coast.

Reach Me Directly

Phone: (772) 233-4315

Fax: (772) 233-4316


  • Perfecting homemade pizza
  • Shooting pool and playing guitar
  • Cycling around Stuart


  • 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 and APMA -Chartered Retirement Planning Counselor SM, CRPC conferred by The College for Financial Planning – 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

Related Experience

President and Investment Planner (01/ 2017-Present)
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 (1989-2001)
Rockaway Kennedy Check Cashing

  • Managing Partner 17 locations
  • Managed business expansion
  • Prepared business plans and forecasts

LPL Tracking #: 1-05374149

Memberships & Community

  • HSPS Rotary
  • Stuart Martin County Chamber of Commerce
  • Hobe Sound Chamber of Commerce
  • Palm City Chamber of Commerce
  • Business Associates of Martin County

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