Steven Landwersiek
Steven Landwersiek is a registered investment advisor at LPL Financial LLC, based in Stuart, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
740 SE Indian Street, Stuart, FL, 34997
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Regulatory History (1)
Customer Dispute
January 2017Other Business ActivitiesSells Insurance
Steven is involved in real estate rental through JMAK INC since 2016 and uses JMAK, INC for tax and investment purposes. He also operates Landwersiek and Associates Investment Planning GRP as a DBA for his LPL business and engages in non-variable insurance activities, dedicating about 10-20% of his time to these endeavors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Glenn Michael Financial, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.