Michael Masilunas (CRD# 4958234) is an Investment Advisor Representative working at Solid Oak Advisory in Mcmurray, PA and has over 15 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solid Oak Planning Company | Mcmurray, PA | May 2019 - Current | 5 |
| Lincoln Investment Planning, Inc. | Pittsburgh, PA | Apr 2011 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- OH
- PA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$101,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
OH, PA
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