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Jeff W Lanscek

Milestone Financial Associates, LLC

Macungie, PA

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Current Employers
Milestone Financial Associates, Llc

330 East Main Street, Macungie, PA 18062 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-04
  • PA RA
    APPROVED
    Since 2025-08-04

Branch Locations

330 East Main Street, Macungie, PA 18062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baldrige Asset Management Allentown PA 05/2004 12/2021
Milestone Financial Associates, Llc Macungie PA 08/2025 Present
Commonwealth Financial Network Waltham MA 01/2022 08/2025
Previous Registrations
  • 2022-01-04 → 2025-08-04
    Commonwealth Financial Network
    Macungie, PA
    Nazareth, PA
    Bethlehem, PA
  • 2006-02-21 → 2022-01-18
    Baldrige Asset Management
    Allentown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-20
S63 Uniform Securities Agent State Law Examination 2004-01-14
  • S65 Uniform Investment Adviser Law Examination
    2006-02-20
  • S63 Uniform Securities Agent State Law Examination
    2004-01-14
Designations
Other Names
  • Jeffery W Lanscek
  • Jeff W Lanscek

View on SEC IAPD

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INTEGRITY ALLIANCE, LLC.
KEY INVESTMENT SERVICES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

BRUCE D HILLEGASS
DAVID SAMUEL COULT
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO

Other Offices

CETERA INVESTMENT ADVISERS LLC · MACUNGIE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Macungie, PA
OSAIC WEALTH, INC. · EMMAUS, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · EMMUS, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Emmaus, PA
INTEGRITY ALLIANCE, LLC. · Macungie, PA
KEY INVESTMENT SERVICES LLC · EMMAUS, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · EMMAUS, PA

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