Elizabeth Mary Gallen Mastromarino

Current Employers

Employment History

• 01/2007 → Present
  Van Reed Wealth Management Llc
  Wyomissing, PA
• 01/2016 → Present
  Lpl Financial, Llc
  Wyomissing, PA
• 04/2016 → Present
  Financial Planning Advisors, Inc.
  Wyomissing, PA

Previous Registrations

• 2006-08-07 → 2016-01-13
  Geneos Wealth Management, Inc.
  Reading, PA
• 2002-04-03 → 2007-01-19
  Sterling Financial Advisors, Llc
  Wyomissing, PA
  Wyomissing, PA
• 1998-02-12 → 2006-08-17
  Walnut Street Advisers Inc
  Wyomissing, PA

Other Businesses

(1) 01/08/2016 * Berks Catholic High School * Coach * not inv rel * 955 S. Wyoming Ave, Reading, PA 19611 * Varsity Assistant Field Hockey Coach (aug - oct). Some tournaments after the season is over. * time spent 10% (2) 01/08/2016 * DBA for LPL Business (entity for LPL business) * Van Reed Wealth Management * inv rel * 2950 Van Reed Rd, Reading, PA 19608 * Financial planning and outside RIA 2. No 3. No 4. yes 4a. no * time spent 60% (3) 01/08/2016 * no business name * Non-Variable Insurance * inv rel * at reported business location(s) * time spent 10% (4) 02/01/2016 * Van Reed Wealth Management, LLC * Registered Investment Advisor Hybrid * (Hybrid) Van Reed Wealth Management, LLC * inv rel * 2950 Van Reed Rd, Reading, PA 19608 * IAR - 1. NA 2. hourly fee or comprehensive plan fee which is lower than our hourly rates 3. yes 4. yes, although this could change with merger of our practice with Financial Planning Advisors * start 01/01/2007 * time spent 15% (5)05/19/2016 * Financial Planning Advisors * DBA for LPL Business (entity for LPL business) * inv rel * 1122 Penn Avenue Wyomissing, PA 19610 * Hybrid RIA, Investment Advisory, financial planning,insurance * start 04/01/2016 * 15 hrs/mo; 5 hrs during secs trdg hrs. (6) 11/14/2018 - Financial Planning Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/01/2016 - 5 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through Financial Planning Advisors, Inc., an independent investment advisor firm. I started this business activity in 04/2016. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (7) 1/19/2022 - FPA Tax Services, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Member - Started 01/01/2022 - 10 Hours Per Month/2 Hours During Securities Trading. (8) 02/18/2022 - EGM WAM, LLC- Investment Related - Home Based - Real Estate Rental - Start Date - 03/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. (9) 02/18/2022 - Van Reed Acquisition- Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 03/01/2016- 1 Hours Per Month/1 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-25
• S63 Uniform Securities Agent State Law Examination
  1984-10-26

Other Names

• Elizabeth Gallen
• Elizabeth Mary Gallen
• Elizabeth M Gallen
• Elizabeth Mary Gallenmastromarino
• Elizabeth Gallen Mastromarino