Business Description

Edwin S. Landis is a Financial Consultant and owner of Landis Financial Services in Annapolis, Maryland and he is the branch manager of a Branch Office of LPL Financial. Ed has worked in the financial services field since 1968 and was a partner in a public accounting firm for 17 of those years. As a financial consultant, he uses his accounting and tax background extensively to help people obtain financial security. This requires Ed to use a planning process that concentrates not only on helping people plan for wealth accumulation but wealth retention and, eventually, tax efficient asset distribution. The UNIQUE retirement planning systen that he uses is based on 111 years of actual market history. Extensive research using real data from 1900 to 2011 reveals that many of the current income strategies and assumptions which are not based on real data are faulty.

To learn more about Landis Financial Services please contact phone number above.

General Information

Gender:

Male

CRD#:

1405849

Firm CRD#:

6413

Insurance License#:

RPI51061

Name of Broker/Dealer:

LPL Financial

States Licensed in:

MD,VA,WV,NJ,CT,NM,FL,AZ,CO,PA

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Public Accountant 1966 - 1985

I work with the following types of clients:

Businesses, Individual Investors

Education

Academic Background

Ed's background in financial services began with the degree he earned in Business Administration from Michigan State University in 1966. A firm believer in the value of ongoing, career related education, in 1989 he successfully completed the CERTIFIED FINANCIAL PLANNER (CFP) Professional Education Program sponsored by the College for Financial Planning. He has also successfully completed the Certified Retirement Financial Advisor (CRFA) Course and the Chatered Federal Employee Benefits Consultant Course. Since 2008 he has attended a number of intensive seminars on IRA and Retirement distribution planning presented by Ed Slott, a nationally known expert, who has been seen nationwide on many Public Television networks. Additionally, Ed has qualified and been accepted as a member of Ed Slott's Elite IRA Advisor Group.

Services

Investment Types:

Structured Notes (CD's), Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Ed Slott's Elite IRA Advisor Group, Certified Retirement Financial Advisor (CRFA)

Securities Licenses:

Series 63, Series 7, Series 8, Series 65

Insurance and Annuity Licenses:

Variable Life, Disability, Variable Annuity, Long Term Care, Life, Health, Annuity

Financial Organization Memberships:

National Ethics Bureau

Non-Financial Organization Memberships:

Lions,Elks,American Legion

Firm Information

Number of Advisors in Office:

Up to 10 employees

Advisor's Number of Clients:

100+

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

$75K and Up

Compensation Methods:

Based on Assets, Commissions, Flat Fee, Hourly

Minimum Fee Charged for Hourly Planning Accounts:

$150

Prepared By:

Edwin Landis