Broker Check


Kevin M. Mohr, MBA Team

Kevin M. Mohr, MBA

Financial Advisor

716-312-7424

716-312-7422

kmm@clearplanfinancial.com

As an independent financial advisor at LPL Financial, I help individuals and business owners make smart decisions with their money. I earned my Bachelors in Business Administration, Magna Cum Laude from Wichita State...

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Jonathan L. Petrie, CFP®

Financial Advisor

716-312-7424

716-312-7422

jpetrie@clearplanfinancial.com

I began my financial services career in early 2015. While apprenticing with senior advisors at the firm, I also earned my FINRA Series 7, Series 66, Series 24 and New York State Life and Health insurance licenses in order to offer...

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Jacob Strusa

LPL Registered Administrative Associate

716-312-7424 x104

716-312-7422

jstrusa@clearplanfinancial.com