RB
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Ron Bednarz

25 Years of Experience
Dunmore, PA
1 DisclosureBrokerSells Insurance

Ron Bednarz is a registered investment advisor at LPL Financial LLC, based in Dunmore, PA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

533 E. Drinker Street, Dunmore, PA, 18512

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Settled
Other Business ActivitiesSells Insurance

Ron is the President and part owner of LBP Enterprises, which handles financial activities for his investment business, dedicating a few hours per week. He also sells life insurance as a sole proprietor, spending minimal time on this, and owns BEDZ Realty LLC, a real estate holding company.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 10 mos
LPL Financial LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Cadaret Grant & CO INC
October 2010 - July 2025 · 14 yrs 9 mos
Cadaret, Grant & CO., INC.Broker
November 2003 - July 2025 · 21 yrs 8 mos
Wachovia Securities, LLCBroker
July 2003 - November 2003 · 4 mos
Prudential Securities IncorporatedBroker
July 2000 - July 2003 · 3 yrs
State Registrations25 states
AZCACTDCDEFLGAHIINMAMDNCNHNJNVNYOHPARISCTNTXVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ron Bednarz - Financial Advisor | TrueAdvisor