Jeff Lanscek, financial advisor Macungie PA

Jeff Lanscek

CRD Number: 4746541
Current Firm: Commonwealth Financial Network

Jeff Lanscek (CRD# 4746541) is an Investment Advisor Representative working at Commonwealth Financial Network in Macungie, PA and has over 20 years of experience in the finance industry. Jeff Lanscek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Milestone Financial Bethlehem, PA Jan 2022 - Current 2
Commonwealth Financial Network Waltham, MA Jan 2022 - Current 2
Baldrige Asset Management Allentown, PA May 2004 - Dec 2021 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Feb 2006
Contact Info for Jeff W. Lanscek
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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