Financial advisors in Allentown, PA

384 match · page 1 of 13

Alan Shannon-Breslin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Sollenberger
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Demmel
Financial advisor at Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC · $483.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Stoltzfus
Financial advisor at Silver Oak Securities, Inc.
Silver Oak Securities, Inc. · $2.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Kochsmeier
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Ellowitch
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Debra Herrlinger
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Dennis Morton
Financial advisor at Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC · $483.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Diana Colahan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Duane Peoples
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Edwin Baldrige
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Emilio Morrone
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Boyle
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Wiegand
Financial advisor at River Wealth Advisors LLC
River Wealth Advisors LLC · $1.47B AUM
CFP®VerifiedFinancial planning
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Frederick Kleinhenz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Mayo
Financial advisor at Liberty Asset Management
Liberty Asset Management · $141M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Plessl
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harold Cook
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harrison Bromley
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jake Ritter
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Steckel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Iannantuono
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
CFP®VerifiedFinancial planning
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Jessica Goedtel
Financial advisor at Pavilion Financial Planning
Pavilion Financial Planning · $4.3M AUM
CFP®VerifiedFinancial planning
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John Olson
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Kerstetter
Financial advisor at Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC · $483.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Swavely
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Saccon
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katherine Labuda
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathryn Brown
Financial advisor at Morton Brown Family Wealth LLC
Morton Brown Family Wealth LLC · $483.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelly Albert
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Allentown, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Allentown, PA.

How this list works

Before you hire an advisor in Allentown, PA