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Zachary Rentzel

Advisor at LPL Financial

Updated today

Location

Troy, PA 16947-1452

Credentials

Series 66

Industry experience

< 1 year

About

Zachary Rentzel is a financial advisor with LPL Financial in Troy, PA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he was involved with Redemption to the Nations Church and Bowater Employees Credit Union. Outside of his advisory work, he serves as a bookkeeper for New Life Church of Canton. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

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

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

815 Canton St

Troy, PA 16947-1452

Most active in

Pennsylvania

Work history

New Life Church of Canton

2025 - Present (1 year)

LPL Financial

2025 - Present (1 year)

Pleasant Valley Financial LLC

2025 - Present (1 year)

Redemption to the Nations Church

2024 - 2025 (1 year)

Bowater Employees Credit Union

2022 - 2024 (2 years)

Cracker Barrel

2021 - 2022 (1 year)

Lee University

2021 - 2022 (1 year)

Lee University

2020 - 2024 (4 years)

Canton Junior/Senior High School

2015 - 2021 (6 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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Jakob H

Series 66

Troy, PA

J.M. Hite Financial LLC

Jakob Hite is the sole advisor at J.M. Hite Financial LLC in Troy, PA. He holds a Series 66 designation and has experience at LPL Financial and the FAA, along with ongoing employment as an air traffic controller with the New York Department of Transportation. Hite also manages a farming business through Hite LLC and BEEF Farm. J.M. Hite Financial LLC provides discretionary asset management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach with a combination of long- and short-term strategies, including the use of options and derivatives, and conducts quarterly account reviews.

Options & derivatives strategies Cash flow / budgeting
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Matthew L

Series 63, Series 65

Troy, PA

LPL Financial

Matthew Landis is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Citizens & Northern Bank, where he maintains a client relationship role. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Matthew G

Series 66

Troy, PA

Cambridge Investment Research Advisors

Matthew Geer is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Uvest Financial Services Group, and First Citizens National Bank. Outside of his advisory role, he serves as a board member and treasurer for the nonprofit Kids Can't Fight Cancer Alone and coaches junior high track and field in Troy, PA. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Ethan L

Series 66

Troy, PA

LPL Financial

Ethan Landis is a financial advisor with LPL Financial based in Troy, PA. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he worked at The Guthrie Clinic from 2021 to 2023. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Robert W

Series 63, Series 65

Troy, PA

LPL Financial

Robert Williams Jr. is a financial advisor with LPL Financial in Troy, PA, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at Grove Point Advisors, Donald D. White PA, H. Beck, Inc., and First Citizens Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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