Broker Check

About Us

Rodney Medina

Co-Founding Partner

718-966-9800

718-966-9805

rodney.medina@lpl.com

Rodney first began his career in the financial services industry in 1988 with Prudential Financial Services. In 1994 he joined Citicorp Investment Services as an Investment Consultant, where he specialized in Investment and Retirement Planning.

The acquisition of Citicorp Investment Services by Smith Barney, revolutionized his focus and practice by adding comprehensive wealth management capabilities.

In 2009, determined to continue to objectively serve his clients needs, Rodney joined LPL Financial, the largest independent Broker Dealer in the United States* and became a co-founding partner in the MK Financial Group, LLC.

Rodney holds the following Securities Registrations with LPL Financial:

Series  7 - General Securities Representative - 1988
Series 24 - General Securities Principal - 1996
Series 63 - Uniform Securities State Law - Blue Sky Law - 1988
Series 65 - Uniform Investment Advisor -  2003

Rodney also received his Financial Planning Specialist Designation with Smith Barney in 2008.

Rodney holds the New York State and New Jersey Life insurance, Health Insurance and Variable Annuity Licenses.

Rodney currently resides in Millstone Twp, NJ with his wife Gina, their 2 daughters, Taylor and Kristen, their dog Princess Fiona and their 2 cats Chloe and Sofia.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue

Bradley Krieg

Co-founding Partner

718-966-9800

718-966-9805

Bradley first began his career in the financial services industry in 1991 with Prudential Financial Services. In 1994 he joined Citicorp Investment Services as an Investment Consultant, where he specialized in Investment and Retirement Planning.

The acquisition of Citicorp Investment Services by Smith Barney, revolutionized his focus and practice by adding comprehensive wealth management capabilities.

In 2009, determined to continue to objectively serve his clients needs, Bradley joined LPL Financial, the largest independent Broker Dealer in the United States* and became a co-founding partner in the MK Financial Group, LLC.

Bradley holds the following Securities Registrations with LPL Financial:

Series  6 - Investment Company & Variable Contracts Representative - 1991
Series  7 - General Securities Representative - 1994
Series 63 - Uniform Securities State Law - Blue Sky Law - 1994
Series 65 - Uniform Investment Advisor -  2003

Bradley also received his Financial Planning Specialist Designation with Smith Barney in 2008.

Bradley holds the New York State and New Jersey Life insurance, Health Insurance and Variable Annuity Licenses.

Bradley currently resides in Manalapan, NJ with his wife Malki, their 2 sons, Matthew and Zachary and their dog Samantha.

* As Reported in Financial Planning Magazine June 1996-2018.  Based on total Revenue.

Robert Lavanco

718-966-9800

718-966-9805

Robert first began his career in the financial services industry in 1995 with a boutique Venture Capital Firm. In 1999 he joined Citicorp Investment Services as a Financial Advisor, where he specialized in Investment and Retirement Planning.

The acquisition of Citicorp Investment Services by Smith Barney, led Robert to focus on Family Wealth and Business owner’s need for more comprehensive planning. 

In 2008 Robert joined Wachovia’s Private Bank, where he embraced using a more holistic approach to Wealth Management.

In 2010 Robert joined MK Financial Group, LLC, an independent financial services firm that clears through LPL Financial. Robert felt he could better serve his clients as an independent advisor unencumbered by the agenda of a large corporation.

Robert holds the following Securities Registrations with LPL Financial:

Series 7 - General Securities Representative - 1996
Series 63 - Uniform Securities State Law - Blue Sky Law - 1996
Series 65 - Uniform Investment Advisor - 2004

Robert holds the New York, New Jersey and Pennsylvania Life Insurance,
Health Insurance and Variable Annuity Licenses.

Robert currently resides in Staten Island, NY with his wife Maria and their 3 children, Robert Jr, Nicholas, and Jessica.