Located on Lafayette Street in Marianna at 4379 Lafayette Street, Marianna, FL 32446, Stoutamire Financial & Insurance Services — partnering with SEC-registered LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) and Southern Farm Bureau Fund Distributor, Inc. (Firm CRD #10194) — provides hometown retirement income planning, IRA rollovers, and agricultural estate liquidity planning for Jackson County families. The practice features Chartered Life Underwriter® Kenneth Nordan Stoutamire, CLU®, LUTCF® (Individual CRD #4122617, 26 years of registered experience since 2000 with zero disclosures) and LPL Financial Investment Adviser Representative Sarah Jean Hodges (also registered as Sarah Jean DuBois, Individual CRD #6113504, Series 7 and 66, 13+ years of experience since 2012 with zero disclosures). Together they assist Jackson County School Board, Chipola College, Sunland Center, and Florida DOC retirees with FRS DROP rollovers, Required Minimum Distribution (RMD) planning, and multi-generational farm and family wealth preservation.
Official Verification Sources: FINRA BrokerCheck — Kenneth Nordan Stoutamire, CLU®, LUTCF® (CRD# 4122617); FINRA BrokerCheck — Sarah Jean Hodges / DuBois (CRD# 6113504)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: LPL Financial LLC (Firm CRD #6413, SEC File #801-10970) and Southern Farm Bureau Fund Distributor, Inc. (CRD #10194) supervise advisory and securities services in Marianna.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: Kenneth Nordan Stoutamire, CLU®, LUTCF® (Individual CRD #4122617, 26 years experience, zero disclosures) and Sarah Jean Hodges / DuBois (Individual CRD #6113504, LPL Financial IAR, 13+ years experience, zero disclosures) serve Jackson County retirees.
Factual details and direct answers about Stoutamire Financial & Insurance Services — Kenneth N. Stoutamire, CLU®, LUTCF® & Sarah J. Hodges (LPL Financial LLC)'s services, licensing, and credentials.
What credentials do Kenneth N. Stoutamire and Sarah J. Hodges hold in Marianna?
Kenneth Nordan Stoutamire (CRD #4122617, 26 years experience at 4379 Lafayette Street, Marianna, FL 32446) holds the Chartered Life Underwriter® (CLU®) and LUTCF® designations, and Sarah Jean Hodges (CRD #6113504, 13+ years experience) holds Series 7 and Series 66 registrations as an Investment Adviser Representative with LPL Financial LLC (CRD #6413); both have zero regulatory disclosures.
Does the practice assist Jackson County farm families and state retirees with rollovers and estate liquidity?
Yes. They specialize in FRS DROP and 403(b)/457(b) rollovers for state and school employees as well as CLU®-designed estate liquidity and survivor income plans for Jackson County agricultural landowners.
Connect with complementary legal, financial, and residential providers serving seniors in Marianna and Jackson County.
Fuqua & Milton, P.A.
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Sunland Center Marianna — APD / AHCA Long-Term Residential Care Campus (Facilities I, II & III)
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.