Mike Sbonik, Investment Representative

Mike Sbonik, CFP®, CEP®, CLU®

CERTIFIED FINANCIAL PLANNER™
CERTIFIED ESTATE PLANNER™
Chartered Life Underwriter™
Investment Representative

Mike is a registered LPL Financial representative with sixteen 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™
  • CERTIFIED FINANCIAL PLANNER™
  • 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, WI
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