Robert L Stoklosa, IAR

Robert L Stoklosa, IAR

Investment Adviser Representative

The prospect of building wealth through investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.

As an Investment Adviser Representative with LPL Financial, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to work toward them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle.

My office was established to provide ongoing professional advice to investors while helping them pursue their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions for each transaction.* 

Working on a fee basis allows me to:

  • Customize an investment portfolio that is designed to help you work toward your short- and long-term investment goals.
  • Provide simplified performance reporting, making it easy for you to monitor your account.
  • Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
  • Manage your portfolio and make investment changes without commissions for each transaction* as your objectives or the economic climate changes.

In addition to LPL Financial I have been on the National Ski Patrol at the Buffalo Ski Club since 2002. I went from hockey dad to hockey coach in 2007 to spend quality time with my 3 children – Madeline, Erin and Robert, Jr. who are avid participants in the sport. Over the past 15 + years I learned how experiment with home brewing beer. I reside in West Seneca with my wife Marilee and our 3 children.  Their second home is in Cuba, NY.

If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.

* Nominal transaction charges may apply.

NYS Insurance licensed

Registered with LPL Financial as Investment Advisor Representative (IAR) in NY State

Phone 716-667-2066
Fax 716-667-2068