user avatar

Scott Skammer

Advisor at GWN Securities Inc.

Updated today

Location

Forty Fort, PA

Credentials

Series 63, Series 65

Industry experience

10 years

About

Scott Skammer is a financial advisor with GWN Securities Inc. in Forty Fort, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with GWN Securities since 2015 and also has a background with McCarthy Tire Service Co. Outside of his advisory role, Skammer serves as an adjunct professor teaching undergraduate finance and is treasurer of a nonprofit organization providing meals to local nursing home residents. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm employs a range of investment strategies, including legacy market-timing and momentum-based approaches, and manages approximately $3.65 billion across over 37,000 client accounts.

Client services

Based on GWN Securities Inc.

Financial planning Portfolio management Selection of other advisers Market timing

Expertise

Based on GWN Securities Inc.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies

Occupation focus

Based on GWN Securities Inc.

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat financial planning or consulting fees available, negotiated case-by-case

Percentage

$0 - $250,000: 1.50% (GWN Managed Account Program, blended tier example) $250,000 - $500,000: 1.25% (GWN Managed Account Program, blended tier example) $500,000 - $1,000,000: 1.00% (GWN Managed Account Program, blended tier example) $1,000,000 - > $1,000,000: 0.50% (GWN Managed Account Program, blended tier example) $0 - $250,000: 2.00% (max for Total Access Program, with blended tiers below) $0 - $250,000: 2.00% (GWN Total Access Program maximum annual fee tier) $250,000 - $1,000,000: varies by tier descending to 0.60% for assets over $10M in Total Access Program $0 - $249,999.99: 1.30% (Tier I Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.05% (Tier I Money by Design Platinum Advisory Program) $750,000+: 0.80% (Tier I Money by Design Platinum Advisory Program) $0 - $249,999.99: 1.40% (Tier II Money by Design Platinum Advisory Program) $250,000 - $749,999.99: 1.20% (Tier II Money by Design Platinum Advisory Program) $750,000+: 0.95% (Tier II Money by Design Platinum Advisory Program)

Commissions

Commissions earned on legacy accounts with new deposits; insurance commissions earned by affiliated insurance agents; separate and in addition to advisory fees

Project-based

Hourly fees for financial consulting/planning services; negotiated based on scope and complexity

Other

Account minimum: $2,000 minimum for qualified accounts; $10,000 minimum for non-qualified accounts; some programs have higher minimums (e.g., $25,000 for Platinum Program) Minimum fee: Platform Fee minimum annual fees range from $25 to $65 depending on program; Money by Design Platinum Program has a flat $600 annual fee for grandfathered accounts Fee-only: Financial consulting and financial planning services offered at hourly rates or fixed fees (negotiable, details in agreements)

Location

Forty Fort, PA

Most active in

Pennsylvania

Work history

Gwn Securities Inc

2015 - Present (11 years)

McCarthy Tire Service Co

2013 - Present (13 years)

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

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
user avatar

George A

CFP®

Harveys Lake, PA

George J. Appel

George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.

Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
user avatar

Shane K

Series 65

Wyoming, PA

Invictus Financial Services

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
user avatar

Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
user avatar

Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.

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

Tanner V

Series 65

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
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

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")