Maria Berlin, Financial Consultant

Maria T. Berlin, CISP

Certified IRA Services Professional
Financial Consultant

Maria is a Financial Consultant in the Investment Department at The Stephenson National Bank & Trust (SNBT) as well as a Financial Consultant. She is responsible for handling the entire investment process, specifically handling new account processing, client inquiries, compliance reporting, and monitoring asset transfers. She also manages customer contact and provides superior service to the Investment Center Clients.  

She joined The Stephenson National Bank & Trust in 2006. Maria's experience includes several years of work with insurance and financial products. 


CREDENTIALS:

  • Certified IRA Services Professional (CISP)
  • Series 6 Securities Registration (held with LPL Financial)
  • Series 7 Securities Registration (held with LPL Financial)
  • Fully registered and licensed for investment & insurance sales in 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.

maria.berlin@LPL.com | 715-735-2325



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:
Paul Aftanas: AZ, FL, IL, IN, MI, WI
Sam Hofer: AL, CA, CO, FL, GA, MI, WI
Maria Berlin: WI
Karen Fehrenbach: AZ, CA, FL, MI, WI