Advisor at Trustmont Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trustmont Advisory Group, Inc.
Location
Bloomsburg, PA 17815
Credentials
CFP®, ChFC®, Series 63
Industry experience
42 years
Lynn Appelman is a CFP® and ChFC® with 42 years of experience, currently serving at Trustmont Advisory Group, Inc. since 2004. In addition to his advisory role, he owns land used for an agricultural program outside of business hours. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.
Based on Trustmont Advisory Group, Inc.
Financial plan fees up to $5,000; seminar fees up to $100; account setup fees up to $100 per account, max $200 per household
Up to 2% annually
Commissions earned on trades, mutual funds, ETFs, variable annuities, and insurance products; amounts vary.
Up to $500 per hour, negotiable
250 Schoolhouse Road
Bloomsburg, PA 17815
Pennsylvania
Trustmont Advisory Group, Inc.
2004 - Present (22 years)
TRUSTMONT FINANCIAL GROuP, INC.
2004 - Present (22 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Orangeville, PA
Fiat Wealth Management
CFP®, Series 63
Berwick, PA
Hornor, Townsend & kent, LLC
Series 63
Catawussa, PA
Capital Analysts
Series 66
Mifflinville, PA
Capital Analysts
Series 63
Bloomsburg, PA
Capital Analysts
Series 63, Series 65
Bloomsburg, PA
GWN Securities Inc.
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