Advisor at Park Lane Financial Group LLC
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Firm
Park Lane Financial Group LLC
Location
West Pittston, PA 18643
Credentials
CFP®, Series 63, Series 65
Industry experience
3 years
Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.
Based on Park Lane Financial Group LLC
Based on Park Lane Financial Group LLC
Based on Park Lane Financial Group LLC
Full Financial Plan fixed fees ranging from $1,500 to $12,000; Ongoing Financial Planning Services fixed annual fee $100 to $1,000
$0 - $500,000: 1.25% annually $500,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $3,000,000: 0.75% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.35% annually
Insurance products sold for commission by representatives
Consultation Services charged at $350 per hour
Ongoing Financial Planning Services fixed annual fee $100 to $1,000 paid monthly in advance
Account minimum: $100,000 Fee-only: Full Financial Plan: $1,500 - $12,000 fixed fee; Consultation Services: $350/hour; Ongoing Financial Planning Services: $100 - $1,000 annually (paid monthly in advance)
843 Exeter Ave.
West Pittston, PA 18643
Pennsylvania
Park Lane Financial Group LLC
2024 - Present (2 years)
Park Lane Financial Group LLC
2024 - Present (2 years)
LPL Financial
2022 - 2024 (2 years)
George J. Appel
2018 - 2022 (4 years)
Penn State University
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
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