Aaron Krauss
Investment adviser representative at Bahl & Gaynor LLC
10 yearsExperience
4 statesRegistered in
$21BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bahl & Gaynor LLCSep 2025 to now
- Quasar Distributors, LLCOct 2023 to now
- Bg Is, LLCSep 2023 to now
- Cuna Brokerage Services, Inc.Jun 2022 to Aug 2023
- Cuna Mutual GroupJun 2022 to Aug 2023
- InvescoSep 2020 to Jun 2022
- John Hancock Distributors LLCJun 2016 to Aug 2020
- John HancockMay 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 4 states (GA, MT, NM, WY).
Bahl & Gaynor LLC
$21BAssets managed
889Clients
26Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5344838
- Firm CRD
- 106139