Stuart, FL SE Indian Street Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

4

Of 22,678 advisors across 10,432 offices

Location

740 SE Indian Street

Stuart FL 34997

Advisors at this office

4

Advisors at this office

user avatar

Steven L

Series 63, Series 66

Stuart, FL

LPL Financial

Steven Landwersiek is a financial advisor with LPL Financial in Stuart, FL, holding Series 63 and Series 66 registrations. He has 25 years of industry experience, including eight years at Ameriprise Financial Services prior to joining LPL Financial in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
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Peter N

Series 63, Series 65

Stuart, FL

LPL Financial

Peter Navaretta Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He previously worked at UBS Financial Services Inc. and Oppenheimer & Co. In addition to his advisory role, he is involved with JMAK, Inc., a business entity used for tax and investment purposes unrelated to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-enhanced investment solutions.

College savings (529s, UTMA, etc.)
user avatar

Stephen D

Series 66

Stuart, FL

LPL Financial

Stephen Dillemuth is a financial advisor with LPL Financial in Stuart, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ameriprise Financial Services and Gillman & Shapiro, PA, where he remains a 50% owner in the CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting supported by model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar

Peter N

Series 63, Series 65

Stuart, FL

LPL Financial

Peter Navaretta is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at UBS Financial Advisor for 10 years and Oppenheimer & Co., LLC for 2 years. Outside of his advisory role, he manages PJMNAV LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options, leveraging model portfolios and various research resources.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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