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Mini mark petro
Lakeland Investor Services, Inc.
Conneaut Lake, PA

Mark Petro

Wealth Advisory - Financial Planning - Investment Management
Score:
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Meet Mark

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Introduction — Mark Petro
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Lakeland Advisory Approach — Mark Petro
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Lakeland’s Advanced Planning Acumen — Mark Petro
Video Transcripts

Mark W. Petro is a highly experienced financial advisor and has served as President of Lakeland Investor Services, Inc. since 2002. In 2013 Mark formally registered the company as a Registered Investment Advisor. Throughout the "lost decade" which marked the beginning of the new century, Mark has helped his client families patiently navigate the investment climate of the global markets with great care and conviction. Mark brings a multi-disciplined approach…

Mark W. Petro is a highly experienced financial advisor and has served as President of Lakeland Investor Services, Inc. since 2002. In 2013 Mark formally registered the company as a Registered Investment Advisor. Throughout the "lost decade" which marked the beginning of the new century, Mark has helped his client families patiently navigate the investment climate of the global markets with great care and conviction. Mark brings a multi-disciplined approach to wealth advisory, financial planning and investment management services that grew out of his many years of client service, advanced training, and "in-the-line-of-fire" real life advisory experiences. Prior to launching Lakeland Investor Services, Inc., Mark served as a Financial Advisor with UBS PaineWebber, and has actively held his insurance license since 1995, when he launched his financial services career as an insurance agent, focusing on insurance services for seniors, including Medicare Supplements and Long Term Care. Mark holds a B.S. in Business Administration from Slippery Rock University of Pennsylvania.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
College Planning
Real Estate & Mortgage Advisory
Insurance Management

Experience with

Small business owners
Medical professionals
Finance professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Fee & Commission

Education

Bachelors
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