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Brian Christopher Shedleski

Advisor at LPL Financial — Kulpmont, PA

Updated today

Credentials

CFP®, Series 63

Experience

26 years

Location

Kulpmont, PA 17834

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Brian Shedleski is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2002. He serves on the Appeals Panel for the Commission on Dietetic Registration and is an author focused on nutrition. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Kulpmont, PA

763 Chestnut Street (Route 61)

Kulpmont PA 17834

Advisors at this office

1

Most active in

Pennsylvania · Texas

Work history

26 years of industry experience

LPL Financial

2002 - Present • 24 years

Kulpmont, PA

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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Michael W

Series 63, Series 66

Kulpmont, PA

Stonex Advisors Inc.

Michael Woytowich is a financial advisor with StoneX Advisors Inc. in Kulpmont, PA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with StoneX Advisors since 2020 and StoneX Securities since 2011. Outside of his advisory role, he serves as the head boys varsity basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm combines independent financial advisors and an in-house Private Client Group to deliver a variety of investment solutions including advisor-managed portfolios and third-party money managers, supported by platforms like Envestnet and Advyzon.

ESG / Sustainable investing
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James W

Series 63, Series 66

Kulpmont, PA

Stonex Advisors Inc.

James Wisloski is a financial advisor at StoneX Advisors Inc. with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with StoneX Advisors and its related entities since 2011. Outside of his advisory role, he serves as a track coach for Southern Columbia Area School District. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a combination of independent advisors, proprietary models, and third-party money managers to implement its strategies across various account structures.

ESG / Sustainable investing
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Nicholas G

CFP®, Series 66

Shamokin, PA

Truist Advisory Services

Nicholas Griffiths is a CFP® certificant with 18 years of industry experience, currently serving at Truist Advisory Services. His career includes roles at Truist Investment Services, Suntrust Advisory Services, BB&T, PNC Wealth Management, Thrivent Investment Management, and Morgan Stanley. He serves as a board member of the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and a structured manager selection process.

Founder/Business Owner Executive
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James K

Series 63, Series 65

Danville, PA

Cetera

James Kishbaugh II is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013, as well as operating J & J Financial since 2002. In addition to his advisory role, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph S

Series 66

Elysburg, PA

Cetera

Joseph Springer is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked with Cetera and its affiliates since 2025 and has prior experience with Avantax Insurance Services and related firms. Outside of advisory work, he serves as an elected official in Ralpho Township and operates accounting and tax preparation businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services delivered through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark S

Series 63, Series 65

Minersville, PA

Wells Fargo Advisors

Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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