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Mike Sbonik

Mike Sbonik

 

 
Paul Aftanas

CFP®, GEPC, CLU®

 

 
Maria Berlin

CERTIFIED FINANCIAL PLANNER™

 

 
Sam Hofer

Graduate Estate Planning Consultant®

 

 
Karen Fehrenbach

Chartered Life Underwriter™

 

 
   

 
Contact Us

Investment Representative

 

 
   

 

 

 Mike is a registered LPL Financial representative with fourteen years of financial services experience.  He can help you develop a plan to meet your financial needs and seek your goals through:  

 

    
  Retirement Planning  
  College Savings Strategies  
  Tax-Free Investments  
  Tax-Deferred Investments  
  Tax Efficient Investments  
  Quality Investment Products  
     
  Mike joined The Stephenson National Bank & Trust investment team at Stephenson Financial Services in 2003.  
     
  Stephenson Financial Services offers clients objective advice and expertise in retirement investment management, college funding, REIT’s and life insurance planning. Mike is located in the Marinette office at 1820 Hall Avenue, personal appointments can be arranged by calling 715-732-1732.  
     
  CREDENTIALS:  
     
 
  • CERTIFIED FINANCIAL PLANNER™
  
 
  • Earned the Graduate Estate Planning Consultant® (GEPC Designation)
  
 
  • Earned the Chartered Life Underwriter™ (CLU®) designation
  
 
  • B.S. degree in Economics from Lawrence University
  
 
  • Fully registered and licensed for investment and insurance sales in Michigan and Wisconsin
  
     

 

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact an investment representative.

 
     
 

mike.sbonik@LPL.com           715-732-1732

  
     

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC insured  No bank guarantee May lose value Not a deposit
Not insured by any Federal Government Agency
 

The LPL Financial representatives associated with this website may discuss and/or transact securities business
only with residents of the following states:

Mike Sbonik: AZ, CO, FL, IL, MD, MI, MN, MO, NY, SD, VA, WI

Paul Aftanas: AZ, CO, FL, IL, IN, MI, WI

Sam Hofer: AL, CA, FL, GA, MI, WI

Maria Berlin: MI, WI

Karen Fehrenbach: MI, WI