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

Email:

[email protected]

Hobbies

Perfecting homemade pizza
Shooting pool and playing guitar
Cycling around Stuart

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 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

Schedule a Consultation

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

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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