Advisor at Guardian Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guardian Asset Advisors, LLC
Location
Mechanicsburg, PA 17055
Credentials
Series 63, Series 65
Industry experience
22 years
Craig Hahnlen is a financial advisor with Guardian Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Osaic Wealth, Securities America Inc., and National Planning Corporation. In addition to advisory services, he also engages in the sale of fixed insurance and annuity products. Guardian Asset Advisors provides fiduciary investment advisory services to individuals, trusts, estates, and businesses, focusing on individualized portfolio construction and continuous account supervision. The firm utilizes diversified asset allocations grounded in modern portfolio principles and offers access to third-party money managers and the Osaic Wealth Managed Opportunities wrap program.
Based on Guardian Asset Advisors, LLC
Based on Guardian Asset Advisors, LLC
Up to $15,000 for financial planning and consulting; $750 to $10,000 for Retirement Plan Consulting
$0 - $249,999.99: 2.50% $250,000.00 - $499,999.99: 2.00% $500,000.00 - $749,999.99: 1.65% $750,000.00 - $1,249,999.99: 1.50% $1,250,000.00+: 1.25%
Securities sales commissions and trail fees from mutual funds via affiliated broker-dealer
Up to $350/hour for financial planning and consulting; up to $250/hour for Retirement Plan Consulting
Minimum fee: Minimum fee of $250 for written financial plans Fee-only: Hourly fees up to $350/hour; flat fees up to $15,000 for financial planning and consulting services; Retirement Plan Consulting fees: hourly up to $250/hour, flat fees $750 to $10,000, or up to 1.00% of plan assets
5000 Ritter Rd, Suite 202
Mechanicsburg, PA 17055
Pennsylvania · Texas
OSAIC
2024 - Present (2 years)
Guardian Asset Advisors, LLC
2021 - Present (5 years)
Securities America Inc.
2017 - 2024 (7 years)
Securities America Advisors
2017 - 2021 (4 years)
NATIONAL PLANNING CORPORATION
2004 - 2021 (17 years)
Wealth Management Services
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Harrisburg, PA
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Series 63, Series 65
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Series 65
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Series 63, Series 65
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Retirement Collaborative LLC
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