A complete list of active advisors currently associated with Lakeland Investor Services, Inc.

Warmer can help you find a great advisor at Lakeland Investor Services, Inc. or one who fits your needs even better.

The firm provides fee‑based wealth advisory and investment management to individuals, multi‑generational families, high‑net‑worth clients, small non‑profit organizations, small businesses, and sponsors/participants of qualified retirement plans. Services include comprehensive financial planning, à la carte consultations (retirement, estate, education), portfolio construction and ongoing management, and occasional referrals to third‑party money managers. Investment programs are billed primarily as percentage‑of‑AUM and are implemented with client‑specific investment policy statements, ongoing monitoring, and quarterly portfolio performance reporting. The firm applies a mix of fundamental, technical, charting and cyclical analysis, uses Monte Carlo modeling for planning, and may employ tactical tools such as portfolio hedging with inverse ETFs and limited guidance on cryptocurrency exposure for clients with appropriate risk tolerance. Noteworthy distinctions disclosed in the brochure include an affiliation with an insurance business operated by the firm’s principal, which may create potential conflicts when commissionable insurance products are recommended, and a defined practice around charitable giving: the firm recommends Donor Advised Funds, references Schwab Charitable/DAFgiving360, and may assume discretionary management of DAF assets once balances reach $100,000. The brochure also describes fiduciary advice for qualified plans under PTE 2020‑02, indicates the use of hypothetical and reported performance illustrations in its materials, and discloses a temporary dual registration related to an anticipated client transition to another registered adviser.

To learn more about the advisors currently working at Lakeland Investor Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Petro	Conneaut Lake, PA	24

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