Broker Check
Steve Landwersiek

Steve Landwersiek



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

Rockaway Kennedy Check Cashing (1989-2001)
• Managing Partner 17 locations
• Managed business expansion
• Prepared business plans and forecasts