Stefan Borso

LPL Financial Advisor

Wealth Management

2920 83rd Street, Naperville, IL 60564

Stefan Borso is an LPL Financial Advisor for GreenState Wealth Management.

Stefan focuses on providing consultations, discussing investment strategies including wealth preservation, and offering a comprehensive financial planning process to members.

Prior to joining GreenState Wealth Management, Stefan was an advisor at Charles Schwab for nine years where he deepened relationships through holistic planning, strategic partnering, and tactical portfolio construction. Stefan has also worked at Geneva Trading as a Fixed Income Trader and HTG Capital Partners as a Managing Trader, leading his team at the Chicago Board of Trade and Chicago Mercantile Exchange. Stefan has been in the financial services industry for nearly 30 years.

Stefan earned a BBA Degree from the University of Notre Dame majoring in Finance at the Mendoza College of Business.

He is a long term resident of Naperville where he currently resides with his two sons when they are not playing soccer at Wake Forest University and the University of Notre Dame.

Stefan currently holds FINRA Series 7 and 66 securities registrations through LPL Financial as well as Illinois state Life and Health Insurance licenses.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website 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.

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Stefan Borso