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Aaron Krauss

Bahl & Gaynor Inc.

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About Aaron Krauss

Aaron Krauss is a registered representative with Bahl & Gaynor Inc., based in Brookhaven, Georgia. Aaron has been in the financial services industry since April 2011. Aaron is licensed to provide investment advice in multiple states. In addition to Aaron's role with Bahl & Gaynor Inc., Aaron also holds a Registered Representative position with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor Inc.

Firm Information

Aaron Krauss is currently registered with Bahl & Gaynor Inc.. Bahl & Gaynor Inc. is a Cincinnati, OH-based investment advisor with over $20 billion in regulatory assets under management. The firm provides a range of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Bahl & Gaynor caters to a diverse client base including high-net-worth individuals, charitable organizations, corporations, investment companies, and insurance companies. The firm also participates in wrap fee programs.
Bahl & Gaynor Inc.

255 EAST FIFTH STREET

CINCINNATI, OH 45202

$20.23B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Krauss’s Registration & Firm History

GA

03/04/2024 - Present

Bahl & Gaynor Inc. (Brookhaven GA)

IA

06/27/2022 - 08/28/2023

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

GA

09/15/2020 - 06/08/2022

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

GA

06/27/2016 - 09/15/2020

JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)

PA

01/25/2013 - 03/04/2013

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

03/31/2009 - 01/23/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NY

08/01/2007 - 01/21/2009

MAXIM GROUP LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Aaron Krauss. Review regulatory record here.
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