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Yisroel S

Series 66

Lakewood, NJ

LPL Financial

Yisroel Scharfer is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at UnbeatableSale.com and Israel Bookshop Publications. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

College savings (529s, UTMA, etc.)
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Yisroel K

CFP®, Series 66

Lakewood, NJ

LPL Financial

Yisroel Krohn is a financial advisor with LPL Financial in Lakewood, NJ, holding CFP® and Series 66 credentials and 14 years of industry experience. He has worked at LPL Financial since 2018 and previously at Cadaret, Grant & Co., Inc. from 2011 to 2018. Krohn is also involved with Mayco Financial Services and a non-investment-related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to discretionary and non-discretionary management, model portfolios, and research from various sources.

College savings (529s, UTMA, etc.)
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Abraham B

Series 66

Lakewood, NJ

LPL Financial

Abraham Brukirer is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at H&R Block, Park Avenue Securities, Guardian Life Insurance, Beth Medrash Govoha, and Yeshiva HaGrach. Outside of advising, he is involved in tax preparation and agricultural activities. 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 wide range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Morris M

CFP®, Series 63

Lakewood, NJ

LPL Financial

Morris Mayerfeld is a CFP® with 38 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was with Cadaret, Grant & Co., Inc. for 26 years and has operated Mayco Financial Services since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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