Stone House Investment Management, LLC
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About this Advisor
Kirk Lunger is a financial advisor who works in Tunkhannock, Pennsylvania, who has 9 years of relevant experience. Lunger is on the advisory team at Stone House Investment Management, LLC. Throughout their career, they have worked at Stone House Investment Management, LLC and Northeast Concepts, Inc. Lunger holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Pennsylvania. Stone House Investment Management, LLC is a financial advisory business based in Tunkhannock, PA. The company has a total of 13 financial advisors. It oversees $402 million in total assets among its 1,748 client accounts, placing it among the larger firms in the nation by assets under management. The firm serves four charitable organizations. Of its 1,748 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Stone House Investment Management, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Stone House Investment Management, LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Kirk Lunger Work History
Kirk has been registered as a financial advisor for 9 years.*
Stone House Investment Management, LLC
Northeast Concepts, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Kirk Lunger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stone House Investment Management, LLC
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