Jeff W. Lanscek

MILESTONE FINANCIAL ASSOCIATES

MACUNGIE, PA 18062

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CRD#: 4746541

Professional summary

Jeff W Lanscek, CFP®, ChFC®, who also goes by Jeffery W Lanscek, Jeff W Lanscek, is a registered financial advisor currently at MILESTONE FINANCIAL ASSOCIATES, LLC located in Macungie, Pennsylvania.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeff has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffery W Lanscek | Jeff W Lanscek

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 Jeff W Lanscek'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®

CFP^®

Certified Financial Planner

Start date: 2017

ChFC^®

Chartered Financial Consultant

Experience

Current

August 4, 2025 - Present

MILESTONE FINANCIAL ASSOCIATES, LLC

Office #1: 330 East Main Street, Macungie, PA 18062

RIA

CRD#: 336684

MACUNGIE, PA

Past

January 4, 2022 - August 4, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MACUNGIE, PA

Past

February 21, 2006 - January 18, 2022

BALDRIGE ASSET MANAGEMENT

RIA

CRD#: 108396

ALLENTOWN, PA

Past

January 21, 2004 - May 19, 2004

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/20/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/19/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MILESTONE FINANCIAL ASSOCIATES, LLC

MF ADVISORS, LLC | MILESTONE FINANCIAL ASSOCIATES, LLC

CRD#: 336684 / SEC#: 801-133757

RIA

Registered Investment Advisory firm - (6/26/2025 120-Day Approval)

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Contact information

Main Address

330 East Main Street, Macungie, PA 18062

Mailing Address

Phone number

(610) 421-8777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFA WRAP BROCHURE 072025 (7/29/2025)

MFA FORM ADV PART 2A 72025 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	1,822
AUM (Assets Under Management)	$ 591,672,635

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.

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Jeff W. Lanscek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff W Lanscek's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE FINANCIAL ASSOCIATES, LLC

COMMONWEALTH FINANCIAL NETWORK

BALDRIGE ASSET MANAGEMENT

NATIONWIDE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2006

Series 63

Date: 1/14/2004

Series 6

Date: 1/19/2004

Current Firm

MILESTONE FINANCIAL ASSOCIATES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE FINANCIAL ASSOCIATES, LLC

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