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Brian Shedleski

Advisor at LPL Financial

Updated today

Location

Kulpmont, PA 17834

Credentials

CFP®, Series 63

Industry experience

26 years

About

Brian Shedleski is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2002. He serves in Kulpmont, PA, and holds the Series 63 license. Outside of his advisory role, Shedleski is involved as a board member on the Appeals Panel for the Commission on Dietetic Registration and is an author focused on nutrition-related topics. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

763 Chestnut Street (Route 61)

Kulpmont, PA 17834

Most active in

Pennsylvania · Texas

Work history

LPL Financial

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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