Cade Bekanich

Employer firm

Park Lane Financial Group LLC CRD 332774

$8.80M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 05/2021
  Penn State University
  Wilkes Barre, PA
• 02/2018 → 06/2022
  George J. Appel
  Harvey's Lake, PA
• 08/2022 → 10/2024
  Lpl Financial
  Dunmore, PA
• 07/2024 → Present
  Park Lane Financial Group Llc
  West Pittston, PA
• 09/2024 → Present
  Park Lane Financial Group Llc
  West Pittston, PA

Previous Registrations

• 2022-10-17 → 2024-10-14
  Lpl Financial Llc
  Dunmore, PA

Other Businesses

1- 01/2021 / Notary / Investment Related / Dunmore, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-14
• S65 Uniform Investment Adviser Law Examination
  2021-12-16

Designations

• Certified Financial Planner