Broker Check

Lynn C. Appelman

Certified Financial Planner™ CFP®

Alissa L. Conklin

Chartered Financial Consultant® ChFC®

Lynn C. Appelman

Lynn C. Appelman

Certified Financial Planner™, CFP®

A native of Bloomsburg, Lynn graduated from Bloomsburg High School and attended Bloomsburg University. He has operated his local Financial Planning office since 1983. He received his Certified Financial Planner™ designation from the College for Financial Planning in Denver, Colorado, and his Chartered Financial Consultant® designation from the American College in Bryn Mawr, Pennsylvania.

Lynn works with the broker dealer firm of Trustmont Group, Inc. which has over 125 representatives and is licensed in 49 states. Trustmont has been in business since 1986 and has over 10,000 clients. It was voted as one of Pittsburgh’s 100 Fastest Growing Companies by the Pittsburgh Business Times for the last several years. Recently, Lynn was quoted online in a blog by Daisy Maxey for the Dow Jones. To read this article concerning the Dodd-Frank Financial Reform Bill, please click here. He has taught seminars in Northeastern and Central Pennsylvania in the areas of Retirement and Tax Planning.

He has been married to his wife, Sally, for over 35 years and has 2 grown children, Amanda Appelman and Alissa Conklin. He is also the proud Poppy of 6 grandchildren. He is very involved with the non-profit organization Pheasants Forever and serves as the local chapter’s Banquet Chairperson and the Treasurer for the state chapter.

 

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