Financial advisors in Latrobe, PA

18 advisors

Nancy Bennett
Financial advisor at Trustmont Advisory Group, Inc.
Trustmont Advisory Group, Inc. · $1.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rebecca Haugh
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angela Moffat
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Slezak
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Pakos
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Yost
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Colaianne
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Dunlap
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darren Smith
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ethan Greek
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Gerger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessica Geary
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peggy Vandyke
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Rodino
Financial advisor at Rodino Wealth Management LLC
Rodino Wealth Management LLC · $1.3M AUM
VerifiedFinancial planning
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Ronald Panichelle
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Crispin-Thomas
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Tyler Pakos
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Urbanik
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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 Latrobe, 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.

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Financial advisors in Latrobe, PA.

How this list works

Before you hire an advisor in Latrobe, PA