user avatar

Robert Barry Eckermann

Advisor at LPL Financial — Canastota, NY S Peterboro St

Updated today

Credentials

Series 63

Experience

32 years

Location

Canastota, NY 13032

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robert Eckermann is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2018 and previously at Community Bank, NA and INVEST Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

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.)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Canastota, NY S Peterboro St

104 S Peterboro St

Canastota NY 13032

Advisors at this office

1

Most active in

New York

Work history

32 years of industry experience

LPL Financial

2018 - Present • 8 years

Cazenovia, NY

Community Bank, NA

2016 - Present • 10 years

Cazenivia, NY

INVEST Financial Corporation

2016 - 2018 • 2 years

Tampa, FL

Disclosures

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

Business activities & affiliations

user avatar

Judson A

Series 63, Series 66, Series 65

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Wealth management General retirement planning Income planning Annuities Passive / index investing
user avatar

Jessica C

Series 66, Series 63

Chittenango, NY

Champion, Jessica

Jessica Champion is a financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own independent practice, Champion Method LLC. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, delivering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance review, and risk management. The firm uses a blend of modern portfolio theory, fundamental and technical analysis, and behavioral finance coaching, offering both passive and active investment options, as well as customizable socially responsible investing portfolios.

Retirement income strategy General retirement planning Cash flow / budgeting
user avatar

Christopher R

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

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

Antony D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Antony Desorbo is a financial advisor at Solid Point Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Manning & Napier Advisors and Benefits prior to joining Solid Point Wealth Advisors in 2022. Outside of advisory work, he is the co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a nonprofit that connects Syracuse University athletes with other charities. Solid Point Wealth Advisors serves individuals, plan sponsors, nonprofits, and businesses with discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a varied investment approach including fundamental analysis and technical methods, and is notable for incorporating private and illiquid investments such as private placements and direct real estate exposure.

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

Andrew G

Series 66

Fayetteville, NY

Aldemar Research Corporation

Andrew Groat is a financial advisor at Aldemar Research Corporation with 21 years of industry experience. He holds a Series 66 designation and has been with Aldemar since 2015. Aldemar Research Corporation provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term trading approach using a combination of fundamental, technical, and quantitative methods to guide investment decisions in mutual funds, equities, fixed income, ETFs, and non-U.S. securities.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

David D

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

David Dennett is a financial advisor with Solid Point Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Sandhill Investment Management, Viking Capital, and Adirondack Trust Company. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by providing discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis and manages a broad range of investments, including private placements and real estate, with a focus on tailoring advice to clients’ objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")