Steven Looser Email & Phone Number

Steven T. Looser is the President of The Looser Financial Group (TLFG). He focuses on variety of wealth management disciplines that help clients navigate the complexities of managing their financial affairs. Before Mr. Looser was head of TLFG, he had been an advisor for Edward Jones Investments. He has spent the most of the last decade working with individual investors to help them pursue their financial goals. In 2008, He became an independent financial advisor with LPL Financial. This independence allows him to offer qualified financial advice and strategies to each individual client. Steven holds a Bachelors of Science in Business Administration from The Ohio State University in Columbus, Ohio. He is an Accredited Asset Management Specialist along with holding the series 7,24,63, and 66 registrations through LPL Financial.Steven resides in San Diego, CA with his wife Stephanie and their 2 dogs Bella and Gabby. He enjoys playing basketball, hiking and being active in his Rotary Club.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Retirement Planning, Investments, Wealth Management, Risk Management, and 46 others.

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