Tanner Kobal
Advisor at LPL Financial
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.
Advisor at LPL Financial
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.
Location
Johnstown, PA 15901
Credentials
Series 66
Industry experience
2 years
Tanner Kobal is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at AmeriServ Trust & Financial, The Prudential Insurance Company of America, Pruco Securities LLC, and New York Life. Outside of finance, he has experience in various service and retail positions including lawn care and food service. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team, providing clients with customizable investment strategies and a combination of advisory and brokerage solutions.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
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.
216 Franklin St.
Johnstown, PA 15901
Pennsylvania
LPL Financial
2024 - Present (2 years)
AmeriServ Trust & Financial
2024 - Present (2 years)
The Prudential Insurance Company Of America
2024 - 2024 (1 year)
Pruco Securities Llc
2023 - 2024 (1 year)
New York Life
2023 - 2023 (1 year)
Wesner Lawn Care
2022 - 2022 (1 year)
Domino'S Pizza
2021 - 2022 (1 year)
Lichtenfel'S Nursery
2021 - 2021 (1 year)
La Roche University
2020 - 2023 (3 years)
Ace Hardware
2019 - 2020 (1 year)
Unemployed
2013 - 2019 (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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")