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Mickey Dudish

Advisor at LPL Financial

Updated today

Location

Hanover Twp, PA

Credentials

Series 63, Series 65

Industry experience

17 years

About

Mickey Dudish is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with LPL Financial since 2021 and has been affiliated with M&T Securities and M&T Bank since 2008. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that develops strategic and tactical model portfolios.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Hanover Twp, PA

Most active in

Pennsylvania

Work history

LPL Financial

2021 - Present (5 years)

LPL Financial

2021 - Present (5 years)

M&T Securities

2008 - Present (18 years)

M&t Bank

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal advisor at War Streets Capital, LLC, an independent advisory practice based in Baden, PA. He holds a Series 65 designation and has six years of industry experience. Prior to founding War Streets Capital in 2018, he worked at Verizon Communications Inc. from 2011 to 2019. Outside of his advisory role, he owns a real estate rental and management business operating under Singer Investment Group. War Streets Capital serves individual and small business clients, managing approximately $8.6 million across 14 discretionary accounts. The firm employs an active, total-return investment approach focused on quality securities and tax-aware portfolio construction, utilizing fundamental, technical, and cyclical analysis, and may implement options strategies for income generation and risk management.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
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Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a financial advisor at Block House Investments, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kovitz Investment Group Partners, Fort Pitt Capital Group, and Fiducia Investment Research. Block House Investments, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, focusing on publicly traded equities through fundamental analysis and long-term trading strategies. The firm prepares individualized Investment Policy Statements and manages accounts under discretionary authority, emphasizing tailored investment strategies based on clients’ goals, income, tax considerations, and risk tolerance.

Active portfolio management Wealth management
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Timothy H

Series 63

Bridgeville, PA

Hanna Financial and Tax Services

Timothy Hanna is the sole advisor at Hanna Financial and Tax Services in Bridgeville, PA, holding a Series 63 designation with 34 years of industry experience. He has worked at Allegheny Investments, Ltd. since 1992 and operates a separate business providing income tax and financial planning services. Hanna Financial and Tax Services offers investment advisory, income tax preparation, and insurance services to individual clients, managing approximately $14 million in assets across about 75 client relationships. The firm uses a non-discretionary approach with Fidelity Investments as custodian, combining portfolio management with tax and insurance offerings.

Life insurance needs analysis Annuities Income planning
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Michael J

Series 63

Sewickley, PA

Thi, Inc.

Michael Jehle is the sole advisor at Thi, Inc. in Sewickley, PA, with 28 years of industry experience. He holds a Series 63 designation and has been with Thi, Inc. since 1997. In addition to his advisory role, Jehle is a practicing attorney since 1996, dedicating less than 10% of his time to legal work. He is also involved in providing theatrical technical and special effects support to local theater groups and offers martial arts instruction through the firm’s Sewickley Martial Arts Club, each consuming less than 5% of his time. Thi, Inc. offers investment management, financial planning, portfolio reviews, and small-business financial consulting to a diverse client base including individuals, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes a tailored process based on client goals and risk tolerance, using diversified asset allocation with active and passive strategies and quarterly reviews. It also provides legal services to advisory clients and places particular focus on small-business advisory work such as mergers, acquisitions, and valuations.

Founder/Business Owner
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Colin M

Series 63, Series 65

Sewickley, PA

MetaTrends LLC

Colin Mcgroarty is the sole advisor at MetaTrends LLC in Sewickley, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at StoneX Securities Inc since 2014 and has been involved with MetaTrends LLC since 2007. MetaTrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm applies a combined fundamental and technical process called "Metatrends," using various charting and analysis techniques to guide portfolio allocations and trade timing.

Options & derivatives strategies
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Joshua B

Series 65

Mcdonald, PA

FreedomTrust LLC

Joshua Bryant is a financial advisor at FreedomTrust LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Google and several other firms before joining FreedomTrust. FreedomTrust LLC specializes in digital asset management, financial consulting, and administration services for individuals, charitable organizations, corporations, and registered investment advisers. The firm offers both discretionary and non-discretionary digital asset strategies tailored to client objectives and risk tolerance, and it accepts sub-advisory engagements to manage third-party digital asset accounts.

Private / alternative investments
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