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John Wesley Conrad Robinson

Advisor at LPL Financial — Hegins, PA

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Hegins, PA 17938

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

John Robinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, Cetera Investment Advisers, Nationwide Insurance, and other firms. His outside activities include leadership roles related to investment and insurance businesses under the Tobash Financial Solutions and Millennium Brokerage Group names. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Hegins, PA

9 Park Lane

Hegins PA 17938

Advisors at this office

2

Most active in

Pennsylvania

Work history

41 years of industry experience

LPL Financial

2020 - Present • 6 years

Cressona, PA

Nationwide Insurance

2018 - 2019 • 1 year

Cressona, PA

Nationwide Securities LLC

2018 - 2019 • 1 year

Columbus, OH

Cetera Investment Advisers

2017 - 2018 • 1 year

Wyomissing, PA

Cetera Investment Services Llc

2017 - 2018 • 1 year

St.Cloud, MN

First National Bank of PA

2017 - 2018 • 1 year

Wyomissing, PA

Unemployed

2017 - 2017 • 1 year

Tremont, PA

M&T SECURITIES, Inc.

2000 - 2017 • 17 years

Buffalo, NY

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., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with StoneX Securities Inc. since 2011 and StoneX Advisors Inc. since 2020. Outside of advisory work, he serves as the head boys basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based investment solutions supported by due diligence on third-party managers, operating as part of the larger StoneX Group with integrated clearing and custody services.

ESG / Sustainable investing
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James W

Series 66, Series 63

Kulpmont, PA

StoneX Advisors Inc.

James Wisloski is a financial advisor with StoneX Advisors Inc. holding Series 66 and Series 63 licenses and has 26 years of industry experience. He has been with StoneX Advisors Inc. since 2023 and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he coaches track for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent Financial Advisors and an in-house Private Client Group to deliver tailored investment strategies through proprietary models, third-party money managers, and various platform solutions.

ESG / Sustainable investing
user avatar

Nicholas G

CFP®, Series 66

Shamokin, PA

Truist Advisory Services

Nicholas Griffiths is a CFP®-designated financial advisor with 18 years of industry experience, currently with Truist Advisory Services. His work history includes roles at BB&T and SunTrust advisory and investment services firms. He serves as a board member for 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 and non-discretionary manager relationships supported by AI-enabled research and integrated inter-affiliate resources.

Founder/Business Owner Executive
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Jeremiah S

Series 63, Series 65

Schuylkill Haven, PA

LPL Financial

Jeremiah Sensenig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he is involved in non-variable insurance services in Leesport, PA. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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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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Roger H

Series 66

Ashland, PA

Cetera

Roger Heidlebaugh is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Santander Bank, and Bb&T Securities. He also serves as a portfolio analyst for Vizo Financial Corporate Credit Union, working with credit unions on investment access and information. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning options, utilizing a multi-manager platform with discretionary and non-discretionary authorities across multiple program structures.

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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