Paul Aftanas, Investment Representative
Paul Aftanas, CFP®, CISP
CERTIFIED FINANCIAL PLANNER™
Certified IRA Services Professional
Paul is a registered LPL Financial representative with eight years of financial services experience. He can help you develop a plan to pursue your financial needs and seek your goals through:
- Retirement Planning
- College Savings Strategies
- Tax-Advantaged 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.
- 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
Check the background of this investment professional on FINRA's BrokerCheck.
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact an investment representative.
firstname.lastname@example.org | 715-735-2346
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates. The Stephenson National Bank & Trust and Stephenson Financial Services are not registered broker dealers and are not affiliated with LPL Financial.
|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, KS, MD, MI, MN, WI
Sam Hofer: CA, FL, GA, MI, VA, WI
Karen Fehrenbach: AZ, CA, FL, ID, IL, KS, MI, MN, NC, TX, WI