Message from Our Chairman
Stephen F. Anderson, CLU, ChFC,CFP®
President & CEO

Thank you for considering Waterstone Financial Group as your broker/dealer.  Waterstone was formed in 2002 when two successful broker/dealers, with lineages dating back over 2 decades, merged together.  Waterstone was founded on the principle of creating a relationship-driven broker/dealer that fully embraces and supports the evolving business needs of the independent advisor.

At Waterstone, our advisors are empowered to grow their businesses as they intend. We’ve successfully combined our Midwestern culture and values with state-of-the-art technology, quality practice management service capabilities, and a flexible business platform that creates a supportive atmosphere for the independent advisor. 

Our advisors enjoy an environment in which they can focus on their clients while our service-oriented personnel delivers unparalleled service and support. We’re accessible to our advisors and responsive to their needs, helping them conduct business more efficiently, more effectively and more profitably.

Through our affiliation with LPL Financial, we are also able to bring the strength of LPL’s resources and scale to help our advisors build their practices and provide their clients with superior service through LPL's research, benefits and practice management. 

We pride ourselves on developing a strong industry reputation of integrity, honesty and genuine concern for the success of our advisors. With Waterstone, you get a broker/dealer that supports and respects your entrepreneurial spirit and is committed to continuous improvements in technology, product offerings and business resources.  I invite you to discover how a relationship with our firm will benefit you and your clients.

Sincerely,

Stephen F. Anderson, CLU, ChFC, CFP
President & CEO