Andrew Joseph Krone

Employer firm

Naples Wealth Planning CRD 330316

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 08/2019
  Pinnacle Advisory Group, Inc.
  Columbia, MD
• 09/2019 → 10/2020
  Capitalrock Financial Llc
  Naples, FL
• 10/2020 → 07/2023
  Laidlaw Wealth Management Dba Naples Wealth Planning
  Naples, FL
• 07/2023 → Present
  Imprint Wealth Llc Dba Naples Wealth Planning
  Naples, FL

Previous Registrations

• 2024-07-16 → 2024-09-30
  Imprint Wealth Llc
  Naples, FL
  Mount Pleasant, SC
• 2023-07-28 → 2024-06-17
  Imprint Wealth Llc
  Naples, FL
  Mount Pleasant, SC
• 2020-10-23 → 2023-08-04
  Laidlaw Wealth Management Llc
  Naples, FL
• 2019-10-02 → 2020-12-31
  Capitalrock Financial, Llc
  Naples, FL
• 2009-12-04 → 2019-09-04
  Pinnacle Advisory Group, Inc.
• 2005-11-14 → 2009-10-13
  West Financial Services, Inc.
  Mclean, VA
• 2003-01-08 → 2005-11-14
  West Financial Services Inc
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-08
• S63 Uniform Securities Agent State Law Examination
  1999-01-19

Other Names

• Andy Krone