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Steven W Landwersiek

LPl Financial LLC

Stuart, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-30
TX RA APPROVED_RES 2020-04-29
  • FL RA
    APPROVED
    Since 2025-10-30
  • TX RA
    APPROVED_RES
    Since 2020-04-29

Branch Locations

740 Se Indian Street, Stuart, FL 34997 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Stuart FL 12/2008 12/2016
Lpl Financial, Llc Stuart FL 12/2016 Present
  • 12/2008 → 12/2016
    Ameriprise Financial Services
    Stuart, FL
  • 12/2016 → Present
    Stuart, FL
Previous Registrations
Other Businesses

1. 12/09/2016 - JMAK INC/ REAL ESTATE RENTAL/ 1%/ 4955 SW HAMMOCK CREEK DR, PALM CITY, FL 34990 2. 12/09/2016 - JMAK, INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 1%/ PALM CITY, FL 3. 12/09/2016 - LANDWERSIEK AND ASSOCIATES INVESTMENT PLANNING GRP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ STUART, FL 4. 3/3/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/23/2017 - 20 Hours Per Month/15 Hours During Securities Trading. 5. 04/12/2017 - Investment Planning Group Landwersiek and Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/05/2017 - 50 Hours Per Month/33 Hours During Securities Trading. 6. 1/7/2020 - Investment Planning Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 50 Hours Per Month/30 Hours During Securities Trading. 7. 12/10/2024 - No Business Name -Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 12/05/2024 - 0 Hours Per Month - 0 Hours During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-20
S63 Uniform Securities Agent State Law Examination 2001-03-30
  • S66 Uniform Combined State Law Examination
    2002-11-20
  • S63 Uniform Securities Agent State Law Examination
    2001-03-30

View on SEC IAPD

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