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Alan Craig Achtel

Aca/prudent Investors Planning Corp.

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About Alan Craig Achtel

Alan Achtel is a financial professional with over 40 years of experience in the financial services industry. Alan is a Registered Principal at Aca/prudent Investors Planning Corp. and is registered in 21 states. Alan is a highly experienced and knowledgeable financial advisor that can assist clients with investment strategies including market timing services.

Firm Information

Alan Achtel is currently registered with Aca/prudent Investors Planning Corp.. Aca/prudent Investors Planning Corp. is a registered investment adviser with the SEC and in 21 states. Founded in 1999, the firm has 2 licensed agents, 1 investment adviser representative, and 2 registered representatives. They manage approximately $294,401,513 in regulatory assets under management for 1,528 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth with a total of 890 clients. The firm offers market timing services and is headquartered in GREEN BROOK, NJ.
Aca/prudent Investors Planning Corp.

290 US HIGHWAY 22

GREEN BROOK, NJ 08812

$294.40M

Assets Under Management

Not reported

Total Clients

2

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.

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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percentage of assets

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

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Alan Achtel’s Registration & Firm History

NJ

08/27/1999 - Present

Aca/prudent Investors Planning Corp. (GREEN BROOK NJ)

NJ

04/20/1991 - 08/27/1999

ACA/PRUDENT INVESTORS PLANNING COMPANY (CLIFTON NJ)

NA

04/19/1990 - 09/23/1991

ACA INVESTORS PLANNING COMPANY

NJ

07/26/1976 - 02/03/1990

PRUDENT INVESTORS PLANNING COMPANY (CLIFTON NJ)

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Licenses & Designations

BC

Issued 10/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 03/19/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/01/1990

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

BC

Issued 07/19/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Craig Achtel.
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