Broker Check
Steve Landwersiek

Steve Landwersiek

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

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