Robert L. Stoklosa, IAR

Investment Adviser Representative

My office was established in 1993 to provide ongoing professional advice to investors while helping them pursue their individual investment objectives. I am able to do this by offering truly independent 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.  

As an Investment Adviser Representative (IAR) in NY 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.   NYS Life, Accident and Health Insurance licensed.

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 to 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.

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