Noah Rankin
Advisor at Green Leaf Advisors
Updated today
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
Green Leaf Advisors
Location
New Bethlehem, PA 16242
Credentials
Series 63, Series 65
Industry experience
4 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Financial Planning fixed fees range from $500 to $5,000 depending on complexity and scope.
$0 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001+: 0.70%
Fee-only: GLA is a fee-only firm, compensated solely by its clients for advisory services.
Work history
Rankin & Son Excavating, Inc.
2025 - Present (1 year)
Green Leaf Advisors LLC
2025 - Present (1 year)
Eagle Strategies Llc
2023 - 2025 (2 years)
Ruby Financial Group
2023 - 2025 (2 years)
NYLIFE SecurIties LLC.
2021 - 2025 (4 years)
New York Life Insurance company
2021 - 2025 (4 years)
Penn State DuBois
2018 - 2021 (3 years)
Grove City College
2017 - 2017 (1 year)
Geneva College
2016 - 2017 (1 year)
Rankin & Son Excavating
2016 - 2021 (5 years)
Clarion Limestone
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brendan A
Series 66
New Bethlehem, PA
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Logan R
CFP®, Series 65
Brookville, PA
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Nicholas N
Series 65
Brookville, PA
McKinley Financial
Mark M
CFP®, Series 66
Brookville, PA
McKinley Financial
Samuel M
Series 63
Brookville, PA
McKinley Financial
Steven H
Series 63, Series 65
Kittanning, PA
Trustmont Advisory Group, Inc.
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