Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AZ, CA, CO, FL, IA, ID, IL, IN, ME, MN, MO, ND, NE, OR, SD, TX, UT, VA, WA, WI.
Securities and advisory services offered through United Planners Financial Services. Member FINRA/SIPC. Lee Stoerzinger Wealth Management and United Planners are not affiliated. United Planners does not provide tax or legal advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Pattern Designed by Bluelela / Freepik