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Connecting Investors with Advisors

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Learn How a Blue Collar CEO is Connecting Investors with Advisors

Annapolis, MD

Photo & Video Biography

Contact Information

Name: Edwin S Landis
Title: Financial Consultant
Firm Name: Landis Financial Services
Address: 60 West Street Suite 404
Annapolis, MD 26501
Primary Phone: (410) 280-5220
Business Phone: (888) 298-5509
Business Fax: (410) 280-5223
Email: elandis@invforthefuture.com

Services Offered

Services Offered: Alternative Asset Class Planning
Annuities
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Business Income Tax Planning
Business Succession & Liquidation Planning
Commission-Only Financial Planning (Full Disclosure)
Disability Insurance
Estate Tax Planning
Fee-Only Comprehensive Financial Planning
Hourly Financial Planning Engagements
Individual Income Tax Planning
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
Life Insurance
Long-Term Health Care Planning
Planning For Personal Finances & Budgeting
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning

Narratives

Why you should do business with me:
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.

Eds 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 Chartered Federal Employee Benefits Consultant Course. In September 2008 he attended a two day seminar on IRA and Retirement distribution planning presented by Ed Slott, a nationally known expert, who has been seen nationwide on many Public Television networks.

Securities offered through LPL Financial. Member FINRA/ SIPC

Professional Credentials Listing

Degree(s) / Years of College: Michigan State University/ BA
Certifications and designations: ChFEBC - Federal Employee Benefits

Licensing and Compliance

Investment Advisor Representative: Yes
Active securities licenses: 63 - State Laws
65 - Fiduciary
7 - Commission
8- Commission
CRD or IARD number: CRD 1405849
Broker/Dealer: LPL Financial
Active insurance licenses: Annuity
Disability
Health
Life
Long-Term Care
Insurance license number: RPI 51061
Disclosure statement(s): Securities offered through LPL Financial. Member FINRA/SIPC

Minimums and Compensation Arrangement

Minimum fee for engagement: None
Minimum net worth requirement for planning services: None
Minimum asset requirement: None
Method(s) of compensation
Planning Services: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Hourly fee
Investment Service: Asset-based fee
Commissions (Insurance Products)
Commissions (Investment Products)
Fixed fee
Hourly fee

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: Estate
Financial
Retirement
Tax
IRA
401(k)
403(b)
etc
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Performance reporting
Strategy development
Tax efficient strategies
Written investment policy
IRA & Qualified Money
Provides planning as a separate service: No
Provides the following limited engagement project services: Financial planning by the hour
Financial tune-ups
Pre-Retirement Check Ups
U.S. Savings Bond Analysis