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James Kirk Wisloski

Advisor at Stonex Advisors Inc. — Kulpmont, PA

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Kulpmont, PA 17834

Stonex Advisors Inc.

Multi-team

Total advisors

231

Across 118 offices

Clients per advisor

42 Low

Avg AUM per client

$501,072 Typical

HNW client ratio

10% Low

About

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.

Client services

Based on Stonex Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on Stonex Advisors Inc.

ESG / Sustainable investing

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Fee options

Fixed

Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure

Percentage

$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)

Project-based

Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure

Other

Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts

Location

See office

Kulpmont, PA

513 Chestnut St

Kulpmont PA 17834

Advisors at this office

2

Most active in

Pennsylvania

Work history

26 years of industry experience

StoneX Advisors Inc.

2023 - Present • 3 years

Kulpmont, PA

StoneX Securities Inc.

2011 - Present • 15 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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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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Patrick R

Series 63

Catawissa, PA

LPL Financial

Patrick Reilley is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 34 years of industry experience. He worked at Lincoln Investment Planning, Inc. for 33 years before joining LPL Financial in 2026. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and previously operated a business supplying solar panels to the Dominican Republic. 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. The firm offers a range of financial planning and portfolio management solutions supported by extensive advisor tools and a broad platform of affiliated financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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