AH
AH

Alexander Kenneth Hart

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

Loading...

Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexander operates PWR Planners, LLC, focusing on securities and investment advisory sales and service, dedicating nearly full-time hours during market hours. He also runs PWR Insurance Advisors, LLC, and sells Pennie health insurance, spending about 10-20% of his time on each, focusing on life, health, LTC, Medicare, fixed annuities, and general insurance sales.

Employment History
Current Registrations
Trustmont Financial Group, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Trustmont Advisory Group, INC.
January 2023 - Present · 3 yrs 1 mo
State Registrations4 states
COOHPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.