Conrad Siegel Investment Advisors

Conrad Siegel Investment Advisors (CRD# 123560) is a financial advisory firm headquartered in Harrisburg, PA. They manage $3,014,119,116 in 336 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,014
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $8,970,593
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, PA, TX

Financial Advisors at Conrad Siegel Investment Advisors
Showing 1 - 10 of 24 top financial advisors.
1
Tracy S. Burke
CRD#: 5204129
501 Corporate Circle, Harrisburg, PA 17110
96
Wealthminder
score

Tracy Burke (CRD# 5204129) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 10 years of experience in the finance industry. Tracy Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas P. Frankenstein
CRD#: 4858582
501 Corporate Circle, Harrisburg, PA 17110
96
Wealthminder
score

Nicholas Frankenstein (CRD# 4858582) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 11 years of experience in the finance industry. Nicholas Frankenstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Tara L. Mashack-Behney
CRD#: 4599084
501 Corporate Circle, Harrisburg, PA 17110
96
Wealthminder
score

Tara Mashack-Behney (CRD# 4599084) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 14 years of experience in the finance industry. Tara Mashack-Behney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas J. Terhaar
CRD#: 2437229
501 Corporate Circle, Harrisburg, PA 17110
96
Wealthminder
score

Thomas Terhaar (CRD# 2437229) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 22 years of experience in the finance industry. Thomas Terhaar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jonathan S. Gehman
CRD#: 4671218
501 Corporate Circle, Harrisburg, PA 17110
93
Wealthminder
score

Jonathan Gehman (CRD# 4671218) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 13 years of experience in the finance industry.

6
Christine M. Hall
CRD#: 5771399
501 Corporate Circle, Harrisburg, PA 17110
93
Wealthminder
score

Christine Hall (CRD# 5771399) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 6 years of experience in the finance industry.

7
Janel M. Leymeister
CRD#: 4599108
501 Corporate Circle, Harrisburg, PA 17110
93
Wealthminder
score

Janel Leymeister (CRD# 4599108) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 14 years of experience in the finance industry.

8
Thomas W. Reese
CRD#: 4599118
501 Corporate Circle, Harrisburg, PA 17110
93
Wealthminder
score

Thomas Reese (CRD# 4599118) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 13 years of experience in the finance industry.

9
Brian N. Graff
CRD#: 6054353
501 Corporate Circle, Harrisburg, PA 17110
90
Wealthminder
score

Brian Graff (CRD# 6054353) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 4 years of experience in the finance industry.

10
Bethann T. Reeser
CRD#: 2815486
501 Corporate Circle, Harrisburg, PA 17110
90
Wealthminder
score

Bethann Reeser (CRD# 2815486) is an Investment Advisor Representative working at Conrad Siegel Investment Advisors in Harrisburg, PA and has over 5 years of experience in the finance industry.

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