Jeff Lansink, CFP®

Wealth Advisor

Bio

“Working with my clients to clarify, and then prioritize, their goals are the first critical steps toward pursuing them. My clients recognize that their priorities, not mine, are important. I am at their service and have affirmed my philosophy, “You know where I am if you need me.” - Jeff Lansink 

With more than 20 years of experience in the financial services industry, Jeff prides himself on compliance, ethics and honesty; always doing the right thing each and every time. Being an independent advisor allows him to work with clients in a way that is best for them. Jeff has been affiliated with LPL Financial since 2004.

Originally from Cedar Falls, IA, Jeff and his wife, Maria, have been residents of Mount Pleasant since 2001. He is especially proud to be the father of three sons, Alex, Jack, and Drew, for 20 years and counting. In Jeff’s spare time he enjoys reading, grilling, golfing, Fantasy Football, and spending time with his family. 

jlansink@bbridgefin.com

843.278.1396

2116 Breezy Point Dr, Mount Pleasant, SC 29466

Affiliations

Niche Market

Education

Exchange club of mount pleasant, president elect

Seacoast church

physicians
those nearing retirment

university of iowa, bs, 1994

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 66
Series 24
Securities Registration States:
Insurance Registration States:

Series 7:
General Securities Registered Representative
Held with LPL Financial

Series 66:
Uniform Securities State Agent
Held with IAA & LPL Financial

Series 24:
General Securities Principal
Held with LPL Financial

Securities Registration States:
AZ, CA, CO, FL, IA, MN, NC, SC, TN

Insurance Registration States:
IA, NC, SC
Life/Annuities

General Securities Registered Representative
Uniform Securities State Agent
General Securities Principal
AZ, CA, CO, FL, IA, MN, NC, SC, TN
IA, NC, SC

Held with LPL Financial 
Held with  IAA & LPL Financial
Held with LPL Financial

Life/Annuities


check my background with finra