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501 Corporate Circle, Harrisburg, PA 17110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-28 |
| PA | RA | APPROVED | 2017-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conrad Siegel Actuaries | Harrisburg | PA | 06/2011 | 09/2016 |
| Conrad Siegel Investment Advisors Inc. | Harrisburg | PA | 09/2016 | Present |
1. Rotary International/Rotary Club of Colonial Park; Evanston, IL; Board Member; Not investment-related; Approximately 7 hours pe month spent. 2. Ronald McDonald House Charities of Central PA; Hershey, PA; Endowment Committee Member; Investment-related; Approximately 2 hours per quarter spent. 3. Homes For Our Troops; Taunton, MA; Pro-bono Financial Planner ; Investment-related; Approximately 1 hour per quarter spent. 4. Big Brother Big Sisters of the Capital Region; Harrisburg, PA; Provide support for event and fundraising efforts; Not investment-related; Approximately 1-3 hours per month spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-20 |
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