Lauren McNeely, financial advisor Lancaster PA
90 score

Lauren McNeely

CRD Number: 5984608
Current Firm: Rkl Wealth Management LLC

Lauren McNeely (CRD# 5984608) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 3 years of experience in the finance industry.

Similar Advisors
James Gano, financial advisor Lancaster PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Lancaster PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Similar Advisors
James Williams, financial advisor Lancaster PA
James G. Williams
CRD# 2922913
Ic Advisory Services, Inc.
Company Name Location Dates Years
Kuntz Lesher Capital LLC Lancaster, PA Jun 2011 - Current 5
Pnc Bank Morgantown, WV Apr 2010 - Apr 2011 1
West Virginia University Morgantown, WV Aug 2006 - Jun 2010 3
Pnc Bank Lancaster, PA Aug 2009 - Apr 2010 < 1
Bank Of Lancaster County Lancaster, PA May 2007 - Aug 2009 2
Diamantoni & Associates Lancaster, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Lauren R. McNeely
Phone Number: 717-399-1700
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.