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Laura Renee Shrawder Miles

Advisor at Kovack Advisors, Inc. — Sunbury, PA

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Sunbury, PA 17801

Kovack Advisors, Inc. logo

Kovack Advisors, Inc.

Multi-team

Total advisors

243

Across 125 offices

Clients per advisor

53 Typical

Avg AUM per client

$433,120 Low

HNW client ratio

12% Low

About

Laura Shrawder Miles is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC and Private Advisor Group, LLC. Outside of her advisory role, she owns a non-medical in-home healthcare services business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as institutional and governmental clients, offering portfolio management, financial planning, and sub-advisory services through a combination of in-house models and third-party managers.

Client services

Based on Kovack Advisors, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kovack Advisors, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kovack Advisors, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services negotiated per engagement; initial consultations and plan updates may have fixed fees.

Percentage

Negotiable up to 2.90% annually (can be flat percentage, tiered schedule, or other break points as agreed)

Commissions

Clients may pay commissions on securities transactions when IARs are Registered Representatives of affiliated broker-dealer KSI; includes 12b-1 fees for mutual funds, insurance commissions, and other related compensation separate from advisory fees.

Project-based

Hourly financial planning fees up to $350 per hour maximum (negotiable).

Other

Account minimum: $10,000 to $100,000 (minimums generally range in this interval and can be waived; varies by account option)

Location

See office

Sunbury, PA

535 Chestnut Street

Sunbury PA 17801

Advisors at this office

1

Most active in

Pennsylvania

Work history

31 years of industry experience

Kovack Advisors, LLC

2020 - Present • 6 years

Fort Lauderdale, FL

Kovack Securities, LLC

2020 - Present • 6 years

Fort Lauderdale, FL

Unemployed

2019 - 2020 • 1 year

Sunbury, PA

Private Advisor Group, LLC

2016 - 2019 • 3 years

Sunbury, PA

LPL Financial, LLC

2005 - 2019 • 14 years

Sunbury, 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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Curtis N

Series 65

Lewisburg, PA

Pioneer Fortress Consulting LLC

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Cash flow / budgeting
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Debt management College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics
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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

Justin Buttrick is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones, LPL Financial, and Private Advisor Group before founding Vision Wealth Advisors, LLC, where he has been since 2024. Vision Wealth Advisors is an independent SEC-registered investment adviser managing approximately $104.6 million for around 200 clients, including individuals, high-net-worth clients, employer retirement plans, and businesses. The firm offers discretionary investment management and retirement plan consulting, employing a combination of passive and active strategies based on asset-allocation principles and Modern Portfolio Theory.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Social Security optimization

Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

Buffalo Valley Wealth Plus

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Darin K

CFP®, Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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