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AC

Alissa L. Conklin

TRUSTMONT ADVISORY GROUP
BLOOMSBURG, PA 17815
CRD#: 3262147
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AC
Alissa Lynne ConklinTRUSTMONT ADVISORY GROUP

Professional summary

Alissa Lynne Conklin, ChFC®, who also goes by Alissa Lynne Appelman, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Bloomsburg, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Bloomsburg, Pennsylvania.

Alissa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Alissa has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alissa Lynne Appelman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alissa Lynne Conklin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Current

January 29, 2007 - Present

TRUSTMONT ADVISORY GROUP, INC.

Office #1: 1033 Alliance Park Dr Suite 101, Bloomsburg, PA 17815
RIA
CRD#: 106015
BLOOMSBURG, PA
Current

August 2, 2004 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: 1033 Alliance Park Dr Suite 101, Bloomsburg, PA 17815
BD
CRD#: 18312
BLOOMSBURG, PA
Past

April 24, 2000 - July 28, 2004

HACKETT ASSOCIATES, INC.

BD
CRD#: 2106
WYOMISSING, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/5/2026)
RR
Georgia
(6/5/2026)
RR
Maryland
(1/24/2023)
RR
New York
(1/24/2023)
RR
Oregon
(1/24/2023)
RR
Pennsylvania
(8/2/2004)
IAR
Pennsylvania
(1/29/2007)
RR
South Carolina
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/28/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/16/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/20/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)
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Contact information

Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,387
AUM (Assets Under Management)$ 1,126,006,619

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015Bloomsburg, PA 17815

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