Stone House Investment Management, LLC

Stone House Investment Management, LLC (CRD# 139410) is a financial advisory firm headquartered in Tunkhannock, PA. They manage $123,023,846 in 814 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    814
    ACCOUNTS
  • Average Account Value
    $151,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, NY, PA, TX

Financial Advisors at Stone House Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert J. Brown
CRD#: 3030735
80 West Tioga Street, Tunkhannock, PA 18657
96
Wealthminder
score

Robert Brown (CRD# 3030735) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 18 years of experience in the finance industry. Robert Brown 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.

2
John M. Burke
CRD#: 5500374
80 West Tioga Street, Tunkhannock, PA 18657
93
Wealthminder
score

John Burke (CRD# 5500374) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 8 years of experience in the finance industry.

3
Christine M. Slusark
CRD#: 3183178
80 West Tioga Street, Tunkhannock, PA 18657
93
Wealthminder
score

Christine Slusark (CRD# 3183178) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 17 years of experience in the finance industry.

4
Raymond S. Stone
CRD#: 4630679
80 West Tioga Street, Tunkhannock, PA 18657
93
Wealthminder
score

Raymond Stone (CRD# 4630679) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 13 years of experience in the finance industry.

5
Kirk A. Lunger
CRD#: 6297635
80 West Tioga Street, Tunkhannock, PA 18657
89
Wealthminder
score

Kirk Lunger (CRD# 6297635) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 2 years of experience in the finance industry.

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