Craig
Hahnlen

Guardian Asset Advisors, LLC

CRD#4654771
Investment Advisor
in Mechanicsburg, PA

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About this Advisor

Craig Hahnlen is a financial advisor based in Mechanicsburg, Pennsylvania, working with Guardian Asset Advisors, LLC. Craig has previously held positions at Wealth Management Services, National Planning Corporation, Securities America Inc, Securities America Advisors, Guardian Asset Advisors, LLC, and Osaic Wealth, Inc. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Craig is part of Guardian Asset Advisors, LLC, which operates out of Mechanicsburg, Pennsylvania. The firm has 4 offices and 7 employees. The firm manages assets totaling $200.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Guardian Asset Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5000 Ritter Rd Suite 202
Mechanicsburg, PA 17055

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Guardian Asset Advisors, LLC Brokerage Details

Total Assets Under Management

$200,530,569

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

1,200

PA Average: 3,342
Average Account Size

$167,109

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Craig Hahnlen Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2021 - Present (4 years)

Guardian Asset Advisors, LLC

2017 - 2024 (7 years)

Securities America Inc

2017 - 2021 (4 years)

Securities America Advisors

2004 - 2021 (17 years)

National Planning Corporation

2003 - 2021 (18 years)

Wealth Management Services

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Disclosures

Please visit the SEC profile of Craig Hahnlen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guardian Asset Advisors, LLC

Jason Giordano
Mechanicsburg, PA
David Noggle
Mechanicsburg, PA
Craig Hahnlen
Mechanicsburg, PA
Darren Gutshall
Mechanicsburg, PA
David Marrazzo
Mechanicsburg, PA
John Kirschner
Reading, PA
Joseph Marrazzo
Mechanicsburg, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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