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Steven Sipniewski, CFP®

Managing Director

BIO

Steven Sipniewski joined Westminster Financial Companies in 2013 as a Relationship Manager with a Series 7 & 66 plus life health & annuity. He has since then furthered his education with the Series 4, 24, 52 & 53, and became a Certified Financial Planner in 2020 (CFP®). Steven sits on various investment policy committees and has tied himself into the long term success of the many advisors and RIAs that he supports. Steven works with clients and advisors to improve everyone’s unique financial puzzle. He enjoys spending time with his wife Susan and their three children Nora, Henry, and Ellie.

EDUCATION

    Insurance License: Life, Health, Annuity
    FINRA Series: 7,66,24,4,52,53
    Professional: Certified Financial Planner, CFP®
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50 Chestnut Street, Suite A-200

Beavercreek, OH 45440
United States

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The information provided is obtained from sources deemed to be reliable, but Westminster Financial Securities, Inc. cannot guarantee the accuracy or completeness of the information or make any warranties with regards to the results obtained from its use. Nothing in this communication should be construed to contain a solicitation to buy or an offer to sell any security.

Securities offered through Westminster Financial Securities, Inc., member FINRA/SIPC.

Investment advisory services provided through Westminster Financial Advisory, Corp.

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