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Private Wealth Services & Investment Advisory | Blackbridge Financial | Jeff Lansink
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Jeff Lansink

Blackbridge Financial

“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

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 9

Direct: (843) 278-1396

Fax: (843) 278-0081

Email: jlansink@bbridgefin.com

Address:

2116 Breezy Point Dr.

Mount Pleasant, SC 29466

Jeff Lansink, CFP ®

CERTIFIED FINANCIAL PLANNER™ Practitioner

With more than 17 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 for the past 12 years.

 

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.

Memberships:

Exchange Club of Mount Pleasant; President Elect

Seacoast Church

 

Niche Market:

Physicians, those nearing retirement

 

Specializing in:

The setting and execution of financial priorities, CFP® 6-step financial planning process

 

Recently Read Books:

The Man Called Intrepid, One Year After, One Second After, Game of Thrones

Education:

University of Iowa, BS, 1994

University of SC, Masters, 1998

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held at Independent Advisor Alliance & LPL

Series 24

General Securities Principal

Held at LPL Financial

CFP®

CERTIFIED FINANCIAL PLANNING™ Practitioner

 

MBA

Masters of Business Administration

 

Securities Registration States

AZ, CA, CO, FL, IA, MN, NC, SC, TN

Insurance Registration States

IA, NC, SC

Life/Annuities

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