Paul Aftanas, Investment Representative

Paul Aftanas, CFP®, CISP

CERTIFIED FINANCIAL PLANNER™
Certified IRA Services Professional
Investment Representative

Paul is a registered LPL Financial representative with eight 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

Paul joined The Stephenson National Bank & Trust investment team at Stephenson Financial Services in 2007. A Menominee native, his community service includes coaching within the M&M Youth Hockey Association.  

Paul is located in the Marinette office at 1820 Hall Avenue, personal appointments can be arranged by calling 715-735-2346.


CREDENTIALS:

  • CERTIFIED FINANCIAL PLANNER™
  • Certified IRA Services Professional (CISP)
  • B.A. degree in Economics from the Eli Broad College of Business at Michigan State 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.  

paul.aftanas@LPL.com | 715-735-2346



Securities offered through LPL Financial, Member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.

Not FDIC InsuredNo Bank GuaranteeMay Lose ValueNot 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