Lakeland Investor Services, Inc. is a Registered Investment Advisor providing wealth advisory, financial planning, and investment management services to high-net-worth individuals, small business owners, professionals, retirees, and families throughout western Pennsylvania and regionally. Advisory Services are offered through Lakeland Investor Services, Inc., A Registered Investment Advisor.
Providing fixed/indexed annuities, life insurance , health and Medicare Supplements through Mark W. Petro, an independent insurance agent licensed in PA, OH, FL, NJ and VA, and Lakeland Insurance Services, LLC.
|Firm Start Year:||2002|
|Name of Custodial Firm:||TD Ameritrade Institutional|
|States Licensed in:||PA, OH, FL, NJ, VA|
|Number of Years with Current Firm:||12|
|Work Experience:||President - Lakeland Investor Services, Inc. - 2002 to present President - Lakeland Insurance Services, LLC - 2018 to present|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Insurance Planning, Financial Planning for Businesses, Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning for Individuals|
|Investment Types:||Fee-based Portfolio Management, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance|
|I can meet clients in the following ways:||At your home, At my office, Via Phone, At your office, Via Email, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Health, Annuity, Long Term Care, 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
|Minimum Portfolio Size for New Managed Accounts:||$0|
|Compensation Methods:||Flat Fee, Commissions, Based on Assets|
|Additional Details on Charges:||One time flat fees are available for à la carte financial planning services, including retirement planning, estate planning, or education planning. Flat fees are offered according to a written advisory services agreement contract.|
|Bachelor of Science in Business Administration - Business Mangement and Marketing||
Slippery Rock University
August 1984-May 1988
Investments and advisory services are offered through Lakeland Investor Services, Inc., a Registered Investment Advisor. 11873 Oakland Beach Road, Conneaut Lake, PA 16316, (814) 382-6681 . Insurance services are offered through Mark W. Petro, an agent licensed in PA, OH, FL, NJ and VA, and Lakeland Insurance Services, LLC. 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 used to custody client assets. TD Ameritrade, Inc. 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 an 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. In 2018 Mark established Lakeland Insurance Services, LLC, an essential sister company to Lakeland Investor Services, Inc., for the purpose of offering insurance services to the firm's clients, including fixed indexed annuities, life insurance, Medicare supplements, and business-related insurance services. 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. Mark holds a B.S. in Business Administration from Slippery Rock University of Pennsylvania.
Financial Advice & Consulting
Financial Advice & Consulting are offered as an ongoing service to the firm's fee-based clients per written advisory agreement.
Financial Planning for Individuals
Financial Planning for individuals/families is included as an ongoing advisory service for those clients who maintain fee-based assets with the firm. Financial Planning is also available separately as an à la carte flat fee service.
Lakeland Investor Services, Inc. provides visionary portfolio management services to the firm's fee-based clients through a fee percentage based on assets managed.
|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