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Thomas Andrew Fledderman

Advisor at STIFEL — St. Mary's, PA

Updated today

Credentials

Series 65, Series 63, Series 66

Experience

12 years

Location

St. Mary's, PA 15857

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Thomas Fledderman is a financial advisor at Stifel with 12 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Stifel in 2020, he worked at Cetera Investment Services and Northwest Advisors, and earlier spent over two decades at Northwest Savings Bank. Outside of his advisory role, he serves as treasurer for the St. Mary’s Rotary Club and Project Gifts for Elk County, and holds board positions with the St. Mary’s Ambulance Service and the Area Transportation Authority of North Central Pennsylvania. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Client services

Based on STIFEL

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

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

St. Mary's, PA

357 Brussels Street

St. Mary's PA 15857

Advisors at this office

5

Most active in

Pennsylvania · Texas

Work history

12 years of industry experience

STIFEL

2020 - Present • 6 years

St. Marys, PA

Cetera Investment Services Llc

2013 - 2018 • 5 years

St.Cloud, MN

Northwest Advisors, Inc.

2011 - 2018 • 7 years

St. Mary's, PA

Northwest Savings Bank

1996 - 2020 • 24 years

St. Marys, 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 G

PFS™, Series 63

St. Mary's, PA

Cetera

David Geci is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 63 designations. His prior experience includes roles at Avantax Advisory Services and multiple affiliated entities, as well as ownership of G & A Financial, LLC and Penn Metal Stamping, Inc. In addition to his advisory work, Mr. Geci serves as a trustee for fiduciary appointments, is treasurer/comptroller of a nonprofit wood industry organization, and is president of Geci & Associates, P.C., providing CPA and tax services. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party strategies, or bespoke solutions across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Luke H

CFP®, Series 66

St. Mary's, PA

STIFEL

Luke Hoffman is a CFP® with six years of industry experience, currently affiliated with Stifel. He has worked at Stifel, Nicolaus & Company, Incorporated since 2022 and previously held roles at G&A Financial, Avantax Insurance Agency, Avantax Investment Services, Northwest Advisors, Northwest Bank, and Penn State Behrend. Hoffman serves on the boards of two nonprofit organizations in St. Marys, PA, including Elcam Inc., which provides job coaching for individuals with special needs, and the Boys and Girls Club of St. Marys, where he also acts as Treasurer. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance, while clients retain discretion over implementation.

General retirement planning Income planning
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Aaron B

Series 63, Series 65

Saint Marys, PA

OSAIC

Aaron Bleggi is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and CPI Wealth Management. Outside of advising, he manages multiple real estate ventures in Saint Marys, Pennsylvania, including residential rental properties and development projects aimed at creating affordable housing for seniors and disadvantaged groups. OSAIC serves a diverse client base comprising retail and institutional investors through a wide network of affiliated advisers. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and offering access to third-party money managers and unified managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Craig H

Series 66

St Marys, PA

Edward Jones

Craig Huba is a financial advisor at Edward Jones in Cranberry Township, PA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at United Parcel Service for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Retirement income strategy General retirement planning Wealth management Technology Professional
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John P

Series 66

St. Mary's, PA

STIFEL

John Piccolo is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. In addition to his advisory role, he serves as a board member for Penn Highland Health in DuBois, Pennsylvania. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Dylan M

Series 66, Series 63

Saint Marys, PA

Ameriprise

Dylan Mancuso is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc., and CNB Bank. Outside of his advisory role, he owns Six Point Studios LLC, a publishing company focused on online applications. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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