Andrew J. Crone

YAHARA WEALTH MANAGEMENT LLC

Madison, WI 53717

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CRD#: 6666568

Professional summary

Andrew J Crone, CFP® is a registered financial advisor currently at YAHARA WEALTH MANAGEMENT LLC located in Madison, Wisconsin.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 1 firm and has passed the Series 65 exam.

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.

(1) Name: 3539 Merritt Street, LLC. Investment-Related: No. Address: Madison, WI. Nature: Residential rental property. Position: Managing Member. Start Date: 03/2020. Approximate Number of Hours Per Month: 1-2. Approximate Number of Hours During Trading Hours: 0. Duties: Managing rental properties. (2) Name: Generous Steward LLC. Investment-Related: No. Address: Madison, WI. Nature: Membership site, financial education. Position: Managing Member. Start date: April 2023. Approximate Number of Hours Per Month: 8. Approximate Number of Hours During Trading Hours: 0. Duties: Create content and manage membership site.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew J Crone'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 10, 2018 - Present

YAHARA WEALTH MANAGEMENT LLC

Office #1: 725 Heartland Trail Suite 205, Madison, WI 53717

RIA

CRD#: 168325

Madison, WI

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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(5/10/2018)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/10/2018

Uniform Investment Adviser Law Examination

Current Firm

YAHARA WEALTH MANAGEMENT LLC

CRD#: 168325 / SEC#:

Wisconsin

Registered Investment Advisory firm - (9/9/2013 Approved)

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Contact information

Main Address

725 Heartland Trail Suite 205, Madison, WI 53717

Mailing Address

Phone number

(608) 467-1010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	261
AUM (Assets Under Management)	$ 92,292,029

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew J. Crone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew J Crone's CRS (Customer Relationship Summary).

Certified licenses

Experience

YAHARA WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/2018

Current Firm

YAHARA WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YAHARA WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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