Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
38 years
Location
Minersville, PA 17954
Wells Fargo Advisors
Institution
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.
Based on Wells Fargo Advisors
Based on Wells Fargo Advisors
Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.
Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.
Minersville, PA
2925 Pottsville Minersville Hwy Ste 2, [Satellite]
Minersville PA 17954
Advisors at this office
1
Pennsylvania
38 years of industry experience
Wells Fargo Advisors
2025 - Present • 1 year
Minersville, PA
Oppenheimer & Co
2006 - 2025 • 19 years
Pottsville, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Auburn, PA
Longview Financial Planning LLC
Ryan Jacob is a Series 65 licensed financial advisor with Longview Financial Planning LLC in Auburn, PA. He has one year of experience at Longview, following nine years each at Deloitte Consulting LLP and in retirement. LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a long-term, fundamental analysis approach to establish strategic asset allocations with low-cost mutual funds and ETFs, supplemented by individual stocks or bonds when appropriate.
Series 65, Series 63
Orwigsburgh, PA
Wealth Management Associates, Inc.
William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, Securities America, Inc., and co-owns the accounting firm Heckman & Laudeman LLC. Additionally, he is principal of a CPA firm and maintains client relations there. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and other institutions by providing financial planning, asset management, qualified retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, using a combination of in-house management, third-party sub-advisors, and model portfolios.
Series 63
Orwigsburg, PA
Wealth Management Associates, Inc.
David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.
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.
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.
Series 66
Schuylkill Haven, PA
Geneos Wealth Management, Inc.
John Kiefer is a financial advisor with Geneos Wealth Management, Inc. in Schuylkill Haven, PA, holding a Series 66 designation and 18 years of industry experience. He has been associated with Kiefer Investment Services and Geneos Wealth Management since 2011. Outside of his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies, with options for discretionary trading and customized portfolio management.
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