Harold Joseph Beshaw, CFP, CHFC | Financial Professional | Chambersburg, Pennsylvania

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 2005

ChFC®

Chartered Financial Consultant

Years of Experience

30 years registered in the securities industry

Current & Past Employments

Current

RKL PRIVATE WEALTHCurrent·CRD# 122693

RIA

1134 Kennebec Drive, Chambersburg, PA 17201

January 20, 2022 - Present

Past

AVANTAX ADVISORY SERVICESPast·CRD# 104556

RIA

Irving, TX

October 25, 2019 - December 31, 2021

AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686

BD

Chambersburg, PA

October 25, 2019 - December 31, 2021

1ST GLOBAL ADVISORS INCPast·CRD# 111133

RIA

Chambersburg, PA

August 13, 2012 - October 25, 2019

1ST GLOBAL CAPITAL CORP.Past·CRD# 30349

BD

Chambersburg, PA

August 13, 2012 - October 25, 2019

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Camp Hill, PA

August 2, 2011 - August 14, 2012

LPL FINANCIAL LLCPast·CRD# 6413

BD

Camp Hill, PA

August 2, 2011 - August 14, 2012

INVEST FINANCIAL CORPORATIONPast·CRD# 12984

RIA

Greencastle, PA

August 18, 2010 - July 6, 2011

INVEST FINANCIAL CORPORATIONPast·CRD# 12984

BD

Greencastle, PA

August 4, 2010 - July 6, 2011

M&T SECURITIES, INC.Past·CRD# 17358

BD

Carlisle, PA

March 30, 2005 - August 3, 2010

PNC WEALTH MANAGEMENT LLCPast·CRD# 129052

RIA

Camp Hill, PA

January 1, 2004 - March 29, 2005

PNC WEALTH MANAGEMENT LLCPast·CRD# 129052

BD

Pittsburgh, PA

January 1, 2004 - March 29, 2005

J.J.B. HILLIARD, W.L. LYONS, LLCPast·CRD# 453

RIA

Camp Hill, PA

September 13, 2002 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLCPast·CRD# 453

BD

Louisville, KY

September 13, 2002 - January 1, 2004

EQUITABLE ADVISORS, LLCPast·CRD# 6627

RIA

Bala Cynwyd, PA

August 19, 2002 - September 16, 2002

EQUITABLE ADVISORS, LLCPast·CRD# 6627

BD

New York, NY

February 10, 1997 - September 16, 2002

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATESPast·CRD# 4039

BD

New York, NY

February 10, 1997 - January 5, 2000

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANYPast·CRD# 5181

BD

Boston, MA

May 3, 1996 - January 15, 1997

SIGNATOR INVESTORS, INC.Past·CRD# 468

BD

Boston, MA

May 3, 1996 - January 15, 1997

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Current Firm

RP

RKL PRIVATE WEALTH

KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH

CRD#: 122693 / SEC#: 801-66968

RIA

Registered Investment Advisory firm - SEC (6/30/2006 Approved)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (8/3/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1800 Fruitville Pike, Lancaster, PA 17601

Mailing Address

P.o. Box 8408, Lancaster, PA 17604

Phone Number

(717) 399-1700

# of Employees

38

SEC notice filing (17 States and Territories)

Registered to provide investment advisory services in 17 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RKL WEALTH MANAGEMENT LLC - FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,675

AUM (Assets Under Management)

$2,508,067,068

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2025	Cover Page	Report
11/22/2024	Cover Page	Report
01/02/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INSURANCE SALES - DISABILITY POSITION: Agent NATURE: DISABILITY PRODUCT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2017 ADDRESS: Worcester MA , DESCRIPTION: We would like to become rep of record to service existing UNUM disability policies that our clients have. 2) EIA SALES POSITION: FINANCIAL ADVISOR NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/16/2015 ADDRESS: Chambersburg PA 17201, DESCRIPTION: EIA Sales/Service 3) ROTZ & STONESIFER FINANCIAL SERVICES, LLC POSITION: DIRECTOR OF FINANCIAL SERVICES NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/04/2012 ADDRESS: 1134 Kennebec Drive, Chambersburg PA 17201, DESCRIPTION: Financial services DBA

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RP

RKL PRIVATE WEALTH

KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH

CRD#: 122693 / SEC#: 801-66968

RIA

Registered Investment Advisory firm - SEC (6/30/2006 Approved)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (8/3/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Pennsylvania
(1/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.