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Mike Sbonik

Sam Hofer  

 

Paul Aftanas CFP®, CLU®

 

 

Maria Berlin CERTIFIED FINANCIAL PLANNER

 

 

Sam Hofer Chartered Life Underwriter™

 

 

Karen Fehrenbach

   

 

 

   

Contact Us

Investment Representative  

 

     
 

Sam is a registered LPL Financial representative with 27 years of financial services experience in Michigan and Wisconsin. His major focus is helping clients plan for their current and future needs in: Personal Estate, Retirement, and Financial Planning.

 
     
  His years of experience and advanced education help Sam work closely with clients and their families to choose a strategy to fit their financial needs.  
     
  CREDENTIALS:  

 

 

 

 

  • CERTIFIED FINANCIAL PLANNER™

 

 

  • Chartered Life Underwriter®

 

 

  • B.S. degree in Insurance & Management from Ferris State University

 

 

  • Fully registered and licensed for investment & insurance sales in Michigan & 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.  
     
 

sam.hofer@lpl.com            906-864-2701 ext. 4011

 
     
     
 

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