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Jerad R

CFP®, Series 66

Mansfield, PA

LPL Financial

Jerad Rosendahl is a financial advisor with LPL Financial in Mansfield, PA, holding CFP® and Series 66 credentials and possessing 18 years of industry experience. Before joining LPL Financial in 2018, he worked at Infinex Investments, Inc. and First Commonwealth Insurance Agency. He also serves in a financial institution duty role with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services supported by in-house and third-party research, offering both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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