CFP®1, AIF®2, LPL FINANCIAL ADVISOR
SENIOR VICE PRESIDENT
Dennis Nolte is an LPL Financial Advisor with Seacoast Investment Services in Winter Park with over 32 years of experience. He is a Certified Financial Planner™ 1, Accredited Investment Fiduciary®2, 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. Dennis is currently President of the Financial Planning Association of Central Florida, as well as a past Board Member of Lighthouse of Central Florida, and past member of the Board of Trustees for the Orlando Science Center.
Dennis has been quoted in Barron’s, USA Today, Investment Business Daily, Forbes, Kiplinger’s, and many other publications. 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 Winter Park where he resides with his wife Kelleigh 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 are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit|
Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.