We are a Registered Investment Advisor providing fee-based asset management, investments, retirement, financial and estate planning services to high-net-worth individuals, small business owners, professionals, retirees, and families throughout western Pennsylvania and regionally. Advisory Services offered through Lakeland Investor Services, Inc., A Registered Investment Advisor.
Providing life, health and disability insurance through Mark W. Petro, an independent insurance agent licensed in Pennsylvania and Ohio.
|Firm Start Year:||2002|
|Name of Custodial Firm:||TD Ameritrade Institutional|
|States Licensed in:||PA, OH|
|Number of Years with Current Firm:||12|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Investment Types:||Mutual Funds, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Fee-based Portfolio Management|
|I can meet clients in the following ways:||At your office, Via phone, At my office, At your home, Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Annuity, Long Term Care, Life, Disability|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||$20,000|
|Compensation Methods:||Flat Fee, Based on Assets|
|Additional Details on Charges:||One time flat fees are available for financial planning services only, including retirement, estate, education and capital needs analysis. Flat fees are provided under a written advisory services agreement contract.|
|Bachelor of Science in Business Administration - Business Mangement and Marketing||
Slippery Rock University
August 1984-May 1988
Registered Investment Advisory services offered through Lakeland Investor Services, Inc., a Registered Investment Advisor. 11873 Oakland Beach Road, Conneaut Lake, PA 16316, (814) 382-6681 . Insurance services offered through Mark W. Petro, an agent licensed in PA and OH. Neither Lakeland Investor Services, Inc. nor its agents and representatives can provide tax, legal or accounting advice. Clients should consult their own attorney or tax advisor about their specific circumstances. TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Lakeland Investor Services, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
Mark W. Petro is a highly experienced financial advisor and has served as President of Lakeland Investor Services, Inc. since 2002. Throughout the "lost decade" which marked the beginning of the new century, Mark has helped his client families patiently navigate the investment climate of the global markets with great care and conviction. Mark brings a multi-disciplined approach to wealth advisory, financial planning and investment management services that grew out of his many years of client service, advanced training, and "in-the-line-of-fire" real life advisory experiences. Prior to launching Lakeland Investor Services, Inc., Mark served as a Financial Advisor with UBS PaineWebber, and has actively held his insurance license since 1995, when he launched his financial services career as an insurance agent representing Bankers Life and Casualty Company. Mark holds a B.S. in Business Administration from Slippery Rock University of Pennsylvania.
Financial Advice & Consulting
Financial Advice & Consulting is offered to our fee-based clients, either ongoing through a fee based on assets managed, or separately through a flat fee for service. Please request our firm's disclosure document Form ADV Part 2A and Part 2B for more information.
Financial Planning for Individuals
Financial Planning for Individuals is offered to all our fee-based clients utilizing cutting edge state-of-the-art planning software, either through a fee based on assets managed or through a flat fee for service. Please request our firm's disclosure document Form ADV Part 2A and Part 2B for more information.
Lakeland Investor Services, Inc. provides visionary portfolio management services to our clients, including proprietary bear market strategies, through a fee based on assets managed. Please request our firm's disclosure document Form ADV Part 2A and Part 2B for more information.
|Mon.||9:00 AM - 4:30 PM|
|Tue.||9:00 AM - 4:30 PM|
|Wed.||9:00 AM - 4:30 PM|
|Thu.||9:00 AM - 4:30 PM|
|Fri.||9:00 AM - 4:30 PM|
|Western Pennsylvania and regionally|
New Performance Reporting Capabilities
Details:Beginning in June Lakeland Investor Services will have the capability to create portfolio performance reports for our clients. Additionally, Lakeland Investor Services will have to ability to create various other investment reports, using various state-of-the-art software technologies. ...more