Kirk
Lunger

Stone House Investment Management, LLC

CRD#6297635
Investment Advisor
in Tunkhannock, PA

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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

Series 65

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

80 West Tioga Street
Tunkhannock, PA 18657

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Stone House Investment Management, LLC Brokerage Details

Total Assets Under Management

$401,506,483

PA Average: $15,833,994,310
Total Number of Employees

13

PA Average: 41
Total Number of Accounts

1,748

PA Average: 3,342
Average Account Size

$229,695

PA Average: $4,737,880

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.*

2014 - Present (10 years)

Stone House Investment Management, LLC

2010 - 2013 (3 years)

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.

Disclosures

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

Benjamin Robinson
Tunkhannock, PA
Ryan Vassil
Tunkhannock, PA
Barbara Grimaud
Tunkhannock, PA
Kirk Lunger
Tunkhannock, PA
Christine Slusark
Tunkhannock, PA
John Burke
Tunkhannock, PA
Raymond Stone
Tunkhannock, PA
Chad Taake
Tunkhannock, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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