Maria Jeannette Koedel
Investment adviser representative at Allegheny Financial Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Allegheny Financial GroupJul 2021 to now
- UnemployedMay 2021 to Jul 2021
- The Scion GroupSep 2020 to May 2021
- UnemployedMay 2020 to Sep 2020
- The Pennsylvania State UniversityJan 2020 to May 2020
- UnemployedMay 2019 to Jan 2020
- The Pennsylvania State UniversityNov 2018 to May 2019
- UnemployedNov 2016 to Nov 2018
- Platos ClosetMay 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Allegheny Financial Group
$5.6BAssets managed
3,971Clients
31Advisers
49 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
- 7409354
- Firm CRD
- 104690