user avatar

Mark William Petro

Advisor at Lakeland Investor Services, Inc. — Conneaut Lake, PA

Updated today

Credentials

Series 66

Experience

24 years

Location

Conneaut Lake, PA

Lakeland Investor Services, Inc. logo

Lakeland Investor Services, Inc.

Independent

Total advisors

1

Clients per advisor

61 Very High

Avg AUM per client

$296,404 Low

HNW client ratio

13% Typical

About

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Client services

Based on Lakeland Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lakeland Investor Services, Inc.

Social Security optimization Retirement income strategy Annuities

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

À la carte Investment Consultation Fee: $195 per consultation; À la carte Retirement Planning Fee: $695 flat fee with $295 retainer plus $295 annual updates; À la carte Estate Planning Fees: $695 flat fee with $295 retainer (for estates less than $2 Million) or $995 flat fee with $295 retainer (for estates greater than $2 Million) plus $295 annual updates; À la carte Education Planning Fees: $395 flat fee plus $195 annual updates

Percentage

Less than $25,000 - $24,999: Max fee of 1.50% $25,000 - $99,999: 1.10%-1.25% $100,000 - $199,999: 1.00%-1.10% $200,000 - $299,999: 0.90%-1.00% $300,000+: 0.40%-0.90%

Location

Conneaut Lake, PA

Conneaut Lake PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

24 years of industry experience

Trustmont Financial Group, Inc

2026 - Present • 1 year

Greensburg, PA

Lakeland Insurance Services, LLC

2018 - Present • 8 years

Conneaut Lake, PA

Lakeland Investor Services, Inc.

2002 - Present • 24 years

Conneaut Lake, PA

Disclosures

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

Business activities & affiliations

Matt S

CFP®, RICP®

Meadville, PA

Brookhouse Advisors

At Brookhouse Advisors we incorporate biblically based financial principles to give financial guidance and cultivate a stewardship mindset. We offer services to families and individuals, businesses and non-profits, and those looking to do advanced philanthropic giving. We specialize in faith based asset management and utilize investments specifically aligned with Christian values. On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.

Charitable giving & philanthropy ESG / Sustainable investing Christian Faith Based
user avatar

Janeen M

Series 63, Series 65

Hartstown, PA

Planmember Securities Corporation

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Gregory C

Series 66

Meadville, PA

Janney Montgomery Scott

Gregory Curtis is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and previously worked at HBK CPAs & Consultants and Arnett Carbis Toothman. Janney Montgomery Scott is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Richard L

Series 63, Series 66

Meadville, PA

Janney Montgomery Scott

Richard Laird is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
user avatar

Meghan S

Series 63, Series 65

Meadville, PA

PNC Wealth Management

Meghan Stone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Tyler G

Series 66

Meadville, PA

Janney Montgomery Scott

Tyler Graham is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase & Co. from 2013 to 2019 before joining Janney Montgomery Scott. Outside of work, he serves as the Exalted Ruler for the Benevolent and Protective Order of Elks, Meadville Lodge No. 219, where he oversees lodge operations and charitable programs. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)