Wilbur Shertzer has been Managing Member/Partner of Stewardship Advisors since November 2011, is a control person of the firm and directly owns between 25% and 50% of it.
Stewardship Advisors, LLC is a Mount Joy, PA firm with $545M under management, 687 clients and 10 advisers in one office, as of its March 2026 filing.
Lee Shertzer works with Stewardship Advisors, LLC. He began his career as a financial planner in 1985 and in 1995 started NORLANCO Financial, LLC, representing Mennonite Mutual Aid in its work with local churches, building its team from two to 15 members. After the company was sold, he joined the Stewardship Advisors team and has evolved his practice from general financial planning to investment management and serving institutional clients as well as individuals.
Wilbur Shertzer’s longest registration is the current one, 10 years at Stewardship Advisors since 2015. Before joining Stewardship Advisors in 2015, Wilbur Shertzer was registered through Cambridge Investment Research Advisors, Inc. and Investment Advisors.
- Stewardship Advisors, LLCCurrent– present · 10 yearsMount Joy, PA · Adviser representative · Firm CRD 277099
- Cambridge Investment Research Advisors, Inc.– · 4 yearsMount Joy, PA · Adviser representative · Firm CRD 134139
- Investment Advisors– · 5 yearsMount Joy, PA · Adviser representative · Firm CRD 15708
Professional designations
Listed by Stewardship Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Wilbur Shertzer is registered as an investment adviser representative in Pennsylvania, since November 2015.
- PennsylvaniaSince 6 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 1999 |
| Series 7 | General Securities Representative Examination | 10 November 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 September 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 September 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Wilbur Lee Shertzer
- CRD
- 1545552
- Firm
- Stewardship Advisors · CRD 277099
- Role
- Managing Member/Partner
- Office
- 321 W. MAIN STREET, Mount Joy, PA 17552
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mystewardshipadvisor.com
Where does Wilbur Shertzer work?
Wilbur Shertzer has been Managing Member/Partner of Stewardship Advisors, LLC since November 2011, and is a control person of the firm.
Is Wilbur Shertzer a financial advisor?
Yes. Wilbur Shertzer has a current investment-adviser registration in Pennsylvania, through Stewardship Advisors since November 2015.
How many years of experience does Wilbur Shertzer have?
Wilbur Shertzer has 20 years in the financial industry, since September 2006, across 3 adviser firms.
What exams has Wilbur Shertzer passed?
Wilbur Shertzer has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in September 1986. FINRA credited Wilbur Shertzer with the SIE, which began in October 2018.
Where did Wilbur Shertzer work before Stewardship Advisors?
Before Stewardship Advisors, Wilbur Shertzer was registered through Investment Advisors, September 2006 to December 2011.
Where is Wilbur Shertzer based?
Wilbur Shertzer’s registered office is in Mount Joy, PA.
Is Wilbur Shertzer registered with FINRA?
No. Wilbur Shertzer has no current broker registration.
Is Wilbur Shertzer a CFP?
Stewardship Advisors lists Wilbur Shertzer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: W. Lee Shertzer, CFP®, CKA® biography, mystewardshipadvisor.com
How can I verify Wilbur Shertzer’s record?
Search CRD 1545552 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wilbur Shertzer’s full registration record.
