CH
Craig A. Hahnlen
GUARDIAN ASSET ADVISORS
Mechanicsburg, PA 17055
Some features on this profile are disabled
CRD#: 4654771
CH
Professional summary
Craig A Hahnlen is a registered financial advisor currently at GUARDIAN ASSET ADVISORS, LLC located in Mechanicsburg, Pennsylvania and OSAIC WEALTH, INC. located in Mechanicsburg, Pennsylvania.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Craig has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
***CRAIG HAHNLEN POSITION: Sales NATURE: Fixed insurance and annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/27/2022 ADDRESS: 5000 RITTER RD, SUITE 202, MECHANICSBURG PA 17055 DESCRIPTION: Sales of insurance products as an additional service to clients if needed. ***GUARDIAN ASSET ADVISORS, LLC. POSITION: Advisor NATURE: investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/25/2021 ADDRESS: 5000 RITTER RD, SUITE 202, MECHANICSBURG PA 17055 DESCRIPTION: investment advisory and management
CRS (Client Relationship Summary) - RIA
Click below to view Craig A Hahnlen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 29, 2021 - Present
GUARDIAN ASSET ADVISORS, LLC
Office #1: 5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055RIA
CRD#: 144958
Mechanicsburg, PA
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 5000 Ritter Rd Ste. 202, Mechanicsburg, PA 17055Office #2: 1249 Cocoa Ave Suite 204, Hershey, PA 17033RIA
BD
CRD#: 23131
MECHANICSBURG, PA
Past
October 19, 2017 - June 30, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MECHANICSBURG, PA
Past
October 19, 2017 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
MECHANICSBURG, PA
Past
October 10, 2006 - October 23, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
HERSHEY, PA
Past
August 26, 2004 - October 23, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
HERSHEY, PA
Past
August 1, 2003 - August 26, 2004
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
May 5, 2003 - August 1, 2003
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
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".
GA
GUARDIAN ASSET ADVISORS, LLC
GUARDIAN ASSET ADVISORS LLC | SENTINEL INTEGRATED PLANNING | SECURITIES AMERICA | MARRAZZO & ASSOCIATES FINANCIAL GROUP | GUARDIAN ASSET ADVISORS, LLC
CRD#: 144958 / SEC#: 801-120536
RIA
Registered Investment Advisory firm - (3/15/2021 Approved)Florida
Registered Investment Advisory firm - (3/31/2021 Terminated)Maryland
Registered Investment Advisory firm - (3/31/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/14/2024)
RR
Colorado(6/14/2024)
RR
Delaware(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(8/28/2025)
RR
Kansas(6/14/2024)
RR
Kentucky(6/14/2024)
RR
Maryland(6/14/2024)
RR
Michigan(6/14/2024)
RR
Nebraska(6/14/2024)
RR
Ohio(6/14/2024)
IAR
Pennsylvania(1/29/2021)
RR
Pennsylvania(6/14/2024)
RR
South Carolina(6/14/2024)
IAR
Texas(7/1/2021)
RR
Texas(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GA
GUARDIAN ASSET ADVISORS, LLC
GUARDIAN ASSET ADVISORS LLC | SENTINEL INTEGRATED PLANNING | SECURITIES AMERICA | MARRAZZO & ASSOCIATES FINANCIAL GROUP | GUARDIAN ASSET ADVISORS, LLC
CRD#: 144958 / SEC#: 801-120536
RIA
Registered Investment Advisory firm - (3/15/2021 Approved)Florida
Registered Investment Advisory firm - (3/31/2021 Terminated)Maryland
Registered Investment Advisory firm - (3/31/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055
Mailing Address
Phone number
(717) 691-3003
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,322 |
| AUM (Assets Under Management) | $ 245,593,025 |
Red Flags
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.
