Stephen Locko, MBA has over 30 years of experience in nearly every aspect of the financial services industry, with a focus on the high net worth client market served by insurance and investment professionals. His experience includes advanced marketing and planning techniques, with sales and technical support in large case design and implementation, including the use of the most current tax, estate, and retirement planning strategies now available.
Steve is also a fee-based planner serving clients in California, Florida, Virginia, New York and Nevada.
A graduate of UCLA in Economics, with later degrees in Computer Science and a Masters in Business Administration with an emphasis in strategic management, Steve began his career with Prudential in agency support, then became national sales manager for a specialty lines insurance group serving both institutional and managing general agency clients.
Steve served as a subsidiary president for several NYSE firms, in executive management roles for holding company, mutual fund, brokerage, life insurance, wholesale and retail mortgage, commercial lines and enterprise risk management and captive insurance entities. He has conducted attorney and CPA CE programs for groups in more than 4 states, and formed RESOURCE Marketing Associates,a non-affiliated firm that has been active since 1997. A participant in national webcasts regarding insurance and financial planning, Steve also served as contributing editor for several financial planning books, and has been published in the Wall Street Journal, The Financial Times, PlanAdviser and other industry publications.
Mr. Locko became increasingly engaged in the financial planning industry, joining in 2001 an independent marketing organization in the area of recruitment of CPAs and tax attorneys as firm advisors. He also developed and implementing advisor training with new tax, insurance and investment concepts developed for a planning platform with a history of more than 20 years serving high net worth clients.
Steve began as EVP and became a successor owner and principal of ISN in 2004, and improved and expanded ISN's resources after recognizing the need for producers and advisors to have access to a team of innovative and experienced professionals for all levels of support. Mr. Locko and ISN are dedicated to helping producers serve their clients in the broadest sense by integrating insurance and retirement programs into client fact finding, reviews and recommended solutions.
Securities and Registered Investment Advisory Services offered through
GWN Securities, Inc. | Member FINRA/SIPC
11440 North Jog Road, Palm Beach Gardens, FL 33418
"After a very successful corporate career, I entered the financial services business because it gave me the ability to help others and enjoy personal and professional success. I worked with several marketing firms, but it was only after Jeff and Steve and I discovered our core beliefs were closely aligned that I realized I could get all the marketing, sales and planning support I needed to change, innovate and grow my practice. My agency's future is bright, and we look forward to working with ISN for many years to come."
"When I founded Gryphon Financial I had a very simple but comprehensive goal of helping elite advisors get dedicated access to the best marketing, sales, and product support available. To achieve that goal, we have fostered partnerships with the best insurance providers and administrative support to not only offer the best client solution after careful design and case review, but also to provide ISN's business development team, case managers and licensing and admin support to lessen the burden of processing and placing new business. Our partnership with ISN gives us the ability to seamlessly integrate their resources and people into our operations, bringing you the added value you can expect from industry leaders."
"My practice is sophisticated and broad in scope, and includes clients from all walks of life; professionals approaching retirement, retirees, business owners and high net worth clients and athletes. I'm a real client advocate in today's world of - unfortunately - many advisors who don't serve their clients well. My reputation both in LA, and now in many other cities and states, means the problem solving and planning I need to do for clients is often complex and requires access to the best expertise and resources available. ISN provides me the tools to help me serve my clients according to my highest standards, and also has enabled me to grow and expand my practice that now includes a comprehensive financial literacy campaign geared to young and old - all within a context of sports analogies and strategies. If we all knew money like we know sports, our lives and retirements would be so much simpler."
Site content proprietary - ISN Network
