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Robyn A Yahner

Advisor at LPL Financial — Greenville, PA Main Street

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Greenville, PA 16125

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,430 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Robyn Yahner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has previously worked with Cetera and Lincoln Heritage, and currently holds a position at Thiel College. Outside of advising, she is involved with Greenville Financial Consultants, Inc., which operates as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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.)

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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

Greenville, PA Main Street

269 Main Street

Greenville PA 16125

Advisors at this office

2

Most active in

Pennsylvania

Work history

24 years of industry experience

LPL Financial

2024 - Present • 2 years

Greenville, PA

Thiel College

2023 - Present • 3 years

Greenville, PA

Cetera

2023 - 2024 • 1 year

Schaumburg, IL

Cetera Advisor Networks LLC

2020 - 2024 • 4 years

El Segundo, CA

Greenville Financial Consultants

2019 - Present • 7 years

Greenville, PA

Cetera Advisor Networks

2019 - 2020 • 1 year

El Segundo, CA

Lincoln Heritage

2018 - 2019 • 1 year

Greenville, PA

UNEMPLOYED

2018 - 2018 • 1 year

Greenville, PA

Unique Pampering

2017 - 2018 • 1 year

Grove City, PA

Club Reduce of Hermitage

2015 - 2017 • 2 years

Hermitage, 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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Andrew P

CFP®, ChFC®, Series 65

Hermitage, PA

Matune Basile Advisors

Andrew Pursel is a CFP® and ChFC® affiliated with Matune Basile Advisors, with seven years of industry experience. He has worked at Matune Basile Advisors since 2017, with prior roles at DiNuzzo Index Advisors, Inc., IPEG, Inc., Robert Morris University, and Avalon Gold and Country Club. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm uses a range of analytical methods to construct customized portfolios focused on long-term horizons and manages approximately $342.6 million for about 245 clients.

Options & derivatives strategies
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John M

CFP®

Hermitage, PA

Matune Basile Advisors

John Matune is a CFP® professional with 12 years of industry experience. He has been with Matune Basile Advisors since 2013. Outside of his advisory work, he serves as a board member of Buhl Farm Trust and is a director and secretary of the Strimbu Memorial Foundation. Matune Basile Advisors offers discretionary investment management, financial planning, and retirement plan advisory services tailored to individuals, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach incorporating fundamental, technical, cyclical, and charting analyses, and may employ derivatives in client accounts when appropriate.

Options & derivatives strategies
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Michael B

CFA®, Series 65

Hermitage, PA

Matune Basile Advisors

Michael Basile is a CFA® charterholder and holds a Series 65 license, with 16 years of experience in the financial industry. He has been with Mba Advisors LLC since 2013. Basile serves on the investment committee of the Community Foundation of Western Pennsylvania and Eastern Ohio. Matune Basile Advisors provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach tailored to client goals and utilizes a combination of fundamental, technical, cyclical, and charting analyses, including the use of derivatives in some accounts.

Options & derivatives strategies
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Ryan T

CFA®

Hermitage, PA

JFS Wealth Advisors, LLC

Ryan Tiesi is a CFA® charterholder with six years of industry experience. He has worked at JFS Wealth Advisors, LLC since 2019 and previously spent nine years at Ernst and Young. Outside of his advisory role, he serves on the advisory board of Tecum Capital Partners, a multi-strategy investment firm. JFS Wealth Advisors is a multi-team registered investment adviser providing wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm develops client-specific Financial Goal Plans and uses an internal Investment Committee guided by Modern Portfolio Theory to manage portfolios through mutual funds, ETFs, and private investment options.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Tiffany D

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Tiffany Danso is a CFP® professional with four years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. She has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that offers wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm uses a written Financial Goal Plan for each client, employs Modern Portfolio Theory in setting allocations, and provides access to private investment funds as well as ERISA plan services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Louis C

CFP®

Hermitage, PA

JFS Wealth Advisors, LLC

Louis Colella is a CFP® professional with 11 years of experience, currently serving at JFS Wealth Advisors, LLC. He has been with JFS Wealth Advisors since 2016 in various capacities. JFS Wealth Advisors is a multi-team registered investment adviser that delivers wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal governments. The firm employs a Financial Goal Plan process and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations, offering both discretionary and non-discretionary management across mutual funds, ETFs, and private investment vehicles.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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