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Robert Lawrence

Advisor at Cetera

Updated today

Location

Bear Creek Village, PA

Credentials

CFP®, Series 63

Industry experience

19 years

About

Robert Lawrence is a CFP® certificant with 19 years of industry experience, currently advising at Cetera. His career includes roles at Avantax Advisory Services and Strategic Personal Financial Management LLC. Outside of finance, he holds leadership positions with Wendy’s restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers supports a wide range of clients including individuals, high-net-worth investors, institutions, and retirement plans through a large network of independent advisors. The firm offers diverse portfolio management and planning services, combining discretionary and non-discretionary solutions with access to model portfolios and third-party managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Bear Creek Village, PA

Most active in

Pennsylvania

Work history

Cetera Wealth Services, LLC

2025 - Present (1 year)

Cetera

2025 - Present (1 year)

Strategic Personal Financial Management LLC

2021 - Present (5 years)

K and L Partnership

2017 - Present (9 years)

Avantax Advisory services

2013 - 2025 (12 years)

Avanatax Investment Services, Inc.

2006 - 2025 (19 years)

Lawrence Cable & Co LLP

2000 - Present (26 years)

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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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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Shane K

Series 65

Wyoming, PA

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Shane Kreller is the principal of Invictus Financial Services and holds a Series 65 license. He has worked at Invictus Financial Services since 2021 and has been involved with Northeast Courier Service since 2012. Outside of his advisory role, he is affiliated with non-investment enterprises in hospitality and construction. Invictus Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, using a process based on fundamental analysis supplemented by technical analysis and third-party research. The firm offers portfolio construction, asset allocation, and planning services on both discretionary and non-discretionary bases.

Business sale tax planning Business succession planning
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CFP®, Series 63, Series 65

West Pittston, PA

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Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tanner V

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West Pittston, PA

Park Lane Financial Group LLC

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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Matthew F

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Dallas, PA

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Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

College savings (529s, UTMA, etc.)
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Martin F

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Dallas, PA

MF Advisers, Inc.

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College savings (529s, UTMA, etc.)
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