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Robert David Monkelis

Advisor at LPL Enterprise — Punxsutawney, PA

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Punxsutawney, PA 15767

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Robert Monkelis is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Punxsutawney, PA

1464 North Main Street Ext, Suite 2

Punxsutawney PA 15767

Advisors at this office

1

Most active in

Pennsylvania

Work history

21 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Punxsutawney, PA

Prudential Insurance Company of America

2010 - Present • 16 years

Punxsutawney, PA

Pruco Securities, LLC.

2010 - 2024 • 14 years

Punxsutawney, PA

Ameriprise

2009 - 2010 • 1 year

Sewickley, 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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David H

Series 65

Dubois, PA

City Center Advisors, LLC

David Hardin is a financial advisor at City Center Advisors, LLC with six years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Hardin has been involved with City Center Advisors and affiliated entities since 2016. City Center Advisors provides discretionary investment management, financial planning, and retirement plan services to individuals, businesses, and qualified retirement plans. The firm utilizes Modern Portfolio Theory and offers a unified managed account program that incorporates model portfolios, third-party managers, and sub-advisors.

Options & derivatives strategies
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Alex M

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Alex Micknis is a CFP® and Series 66-registered advisor with two years of industry experience. He currently works at The AmeriFlex Group and has prior experience with Cambridge Investment Research, Inc. and OSAIC. Outside of his financial career, he has served as an assistant manager for the volunteer program at the Hinterland Music Festival and has completed intermittent contracts with Live Nation handling box office and credentials. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custody platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Scott B

CFP®, Series 66

Dubois, PA

The AmeriFlex Group

Scott Barber is a financial advisor at The AmeriFlex Group with 22 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining AmeriFlex, he worked at Cambridge Investment Research, OSAIC, Securities America, and Investacorp. Outside of his advisory role, Barber is involved in tax preparation through his own firm and volunteers as a youth soccer referee and coach. He also serves on the executive board for the local Boy Scouts of America council. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager arrangements, and various wrap program solutions.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Shawn A

CFP®, Series 63, Series 65

DuBois, PA

Empower Advisory Group

Shawn Amblod is a CFP® professional with 18 years of experience in financial advising. He is currently with Empower Advisory Group and has worked previously at firms including LPL Financial LLC, GWFS Equities Inc., and Advised Assets Group LLC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel F

Series 66

DuBois, PA

Janney Montgomery Scott

Daniel Fishbone is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 28 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 broad range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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

CFP®, Series 66

DuBois, PA

Janney Montgomery Scott

Jordan Russell is a CFP® with seven years of industry experience, currently serving at Janney Montgomery Scott. His background includes prior work with Russell Stone Products and an academic tenure at Pennsylvania State University. Outside of his advisory role, he is active in community organizations, serving as President of Friends of Curwensville Lake and Vice President Elect of the Junior Chapter of the DuBois Chamber of Commerce. 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 with a broad range of financial services, including portfolio management and trustee capabilities.

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