FINANCIAL ADVISOR AND VICE PRESIDENT, CFP® (1), AIF® (2)
Dennis Nolte is a Financial Advisor with Seacoast Investment Services in Winter Park, with over 31 years of experience. He’s a Certified Financial Planner™, Accredited Investment Fiduciary®, and a FINRA arbitrator. He earned a Bachelor of Arts degree in Psychology from Purdue University, and a Masters of Education in Counseling from Loyola University of Chicago. He is currently completing his second term as a Trustee of the Orlando Science Center Board and sits on their Finance Committee. He is also a past Board Member of Lighthouse of Central Florida.
Dennis has been quoted in Barron’s, USA Today, Investment Business Daily, Forbes, Kiplinger’s, LendingTree, MarketWatch, and Money, as well as interviewed on InvestmentNews. His practice specializes in individual and small business planning with a focus on risk and investment management. He believes that financial planning is as much of an art as a science, and his extensive background in counseling helps him discern and practice holistic and customized financial advice. He is a resident of Oviedo where he resides with his wife Kelleigh, daughter Jessica, and dog Maggie.
1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2. The Accredited Investment Fiduciary designation represents a thorough knowledge of and ability to apply the fiduciary practices. AIF designees adhere to a prudent fiduciary process and assist others in implementing proper policies and procedures.
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. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit