Stephen A. Dillemuth

Stephen A. Dillemuth

CPA / LPL – Financial Advisor

Reach Me Directly

Phone: (772) 233-4315

Fax: (772) 233-4316

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

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.

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)

Areas of Focus

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

Schedule a Consultation

We invite you to schedule a free, no-obligation consultation to discover how we can help you pursue your financial goals.

Name

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck:

CHECK NOW

740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

740 SE Indian St, Stuart, FL 34997

(772) 233-4315

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

© 2024 Investment Planning Group. All Rights Reserved.