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Tanner Vandermark

Advisor at Park Lane Financial Group LLC

Updated today
Park Lane Financial Group LLC logo

Firm

Park Lane Financial Group LLC

Location

West Pittston, PA 18643

Credentials

Series 65

Industry experience

2 years

About

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.

Client services

Based on Park Lane Financial Group LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Park Lane Financial Group LLC

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting

Occupation focus

Based on Park Lane Financial Group LLC

Founder/Business Owner

Demographic focus

Based on Park Lane Financial Group LLC

Mid-Career Professionals Approaching retirement

Fee options

Fixed

Full Financial Plan fixed fees ranging from $1,500 to $12,000; Ongoing Financial Planning Services fixed annual fee $100 to $1,000

Percentage

$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

Commissions

Insurance products sold for commission by representatives

Project-based

Consultation Services charged at $350 per hour

Subscriptions

Ongoing Financial Planning Services fixed annual fee $100 to $1,000 paid monthly in advance

Other

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)

Location

843 Exeter Ave.

West Pittston, PA 18643

Most active in

Pennsylvania

Work history

Park Lane Financial Group LLC

2025 - Present (1 year)

Talen Energy

2023 - Present (3 years)

Door Dash

2023 - Present (3 years)

McAdam LLC

2022 - 2023 (1 year)

Bloomsburg University

2021 - 2022 (1 year)

Pearson

2019 - 2020 (1 year)

Geisinger

2018 - 2022 (4 years)

Full-Time Student

2014 - 2022 (8 years)

Disclosures

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

Business activities & affiliations

user avatar

Matthew P

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.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
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Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
user avatar

Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Philip G

Series 63, Series 65

Clark's Summit, PA

1st Financial Investment, Inc.

General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Active portfolio management
user avatar

Susan S

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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