Wilbur Lee Shertzer

Employer firm

Stewardship Advisors, LLC CRD 277099

$545M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 10/2016
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2011 → Present
  Stewardship Advisors, Llc
  Mount Joy, PA

Previous Registrations

• 2011-12-16 → 2016-08-09
  Cambridge Investment Research Advisors, Inc.
  Mount Joy, PA
  Mount Joy, PA
• 2006-09-19 → 2011-12-14
  Concourse Financial Group Securities, Inc.
  Mount Joy, PA
  Mount Joy, PA

Other Businesses

2)BLACK ROCK RETREAT AS TREASURER, CAMP AND RETREAT CENTER. NOT INVESTMENT RELATED. DEVOTES 8 HRS. 1 HR DURING TRADING. BEGAN 09/01/2006. 1345 KIRKWOOD PIKE, QUARRYVILLE PA 17566. BOARD MEETINGS 8 TIMES A YEAR.  THIS IS A SUPERVISORY ROLE. I DO NOT HANDLE ANY MONEY. 3)KLKD PROPERTIES. OWNER. OFFICE RENTAL NOT INVESTMENT RELATED. DEVOTES 8 HRS. 1 DURING TRADING. BEGAN 11/01/2008. 960 E MAIN ST, MOUNT JOY PA 17552. RENTAL AND MAINTANACE. 4)W LEE SHERTZER 1013 W. MAIN ST., SUITE #2 MOUNT JOY, PA 17552. BEGAN 01/01/2012 AS TAX PREPARER. INVESTMENT RELATED. DEVOTES 40 HRS/YR. 2 HRS DURING TRADING. 5)FREEDOM OFFICES LLC,76 ROSEWOOD DR.LEOLA, PA 17540. BEGAN 04/01/14 AS PARTNER. NOT INVESTMENT RELATED. DEVOTES 5 HOURS/MONTH. NONE DURING TRADING. 6)STEWARDSHIP ADVISORS LLC, MOUNT JOY, PA. BEGAN ON 1/1/86 AS A MANAGING PARTNER. HEALTH AND LIFE INSURANCE. 3 HRS/MONTH AND 0.5 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1986-09-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Lee Shertzer
• W Lee Shertzer