Andrew Krone has been an investment adviser representative at Naples Wealth Planning since July 2024, and is not listed among the firm’s executive officers or direct owners. Andrew Krone holds an MBA in finance from New York University and a Certificate in accounting from the University of Virginia. Andrew Krone studied at Boston College.
Naples Wealth Planning, LLC is a Bonita Springs, FL firm with $227M under management, 226 clients and 10 advisers in one office, as of its April 2026 filing.
Andrew Krone is Managing Director – Wealth Management at Naples Wealth Planning. He joined in September of 2019 and brings over 30 years of investment management, financial planning and executive management experience. Before joining, he spent 10 years at Pinnacle Advisory Group, LLC as director of its Naples, Florida office, and previously spent 9 years as Chief Operating Officer at West Financial Services, LLC in Northern Virginia. He was also Chief Financial Officer for an environmental consulting firm and a vice president of The Todd Organization in Washington, D.C.
Andrew Krone’s longest registration was 9 years at Pinnacle Advisory Group, Inc. (2009–2019). Before joining Naples Wealth Planning in 2024, Andrew Krone was registered through Imprint Wealth LLC and Laidlaw Wealth Management LLC.
- Naples Wealth PlanningCurrent– present · 2 yearsBonita Springs, FL · Adviser representative · Firm CRD 330316
- Imprint Wealth LLC– · 1 yearNaples, FL · Adviser representative · Firm CRD 322130
- Laidlaw Wealth Management LLC– · 2 yearsNaples, FL · Adviser representative · Firm CRD 150040
- Naples Wealth Planning– · 1 yearNaples, FL · Adviser representative · Firm CRD 281234
- Pinnacle Advisory Group, Inc.– · 9 yearsColumbia, MD · Adviser representative · Firm CRD 107757
- West Financial Services, Inc.– · 3 yearsMcLean, VA · Adviser representative · Firm CRD 137497
- West Financial Services Inc– · 2 yearsMcLean, VA · Adviser representative · Firm CRD 107004
Investment adviser representative registrations
Andrew Krone is registered as an investment adviser representative in Florida, since July 2024.
- FloridaSince 16 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 January 1999 |
| Series 7 | General Securities Representative Examination | 2 September 1998 |
| Series 3 | National Commodity Futures Examination | 21 April 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- Andrew Joseph Krone
- CRD
- 1465896
- Firm
- Naples Wealth Planning · CRD 330316
- Office
- 3301 BONITA BEACH ROAD, SUITE 308, Bonita Springs, FL 34103
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- napleswealthplanning.com
Where does Andrew Krone work?
Andrew Krone is an investment adviser representative registered through Naples Wealth Planning, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Krone a financial advisor?
Yes. Andrew Krone has a current investment-adviser registration in Florida, through Naples Wealth Planning since July 2024.
How many years of experience does Andrew Krone have?
Andrew Krone has 23 years in the financial industry, since April 2003, across 7 adviser firms.
What exams has Andrew Krone passed?
Andrew Krone has passed 4 licensing exams: the Series 3, Series 7, Series 63 and Series 65. The earliest, the Series 3, was passed in April 1986.
Where did Andrew Krone work before Naples Wealth Planning?
Before Naples Wealth Planning, Andrew Krone was registered through Laidlaw Wealth Management LLC, October 2020 to August 2023; Naples Wealth Planning (CRD 281234), October 2019 to December 2020; Pinnacle Advisory Group, Inc., December 2009 to September 2019; West Financial Services, Inc., November 2005 to October 2009; West Financial Services Inc, January 2003 to November 2005.
Where is Andrew Krone based?
Andrew Krone’s registered office is in Bonita Springs, FL.
Is Andrew Krone registered with FINRA?
No. Andrew Krone has no current broker registration.
How can I verify Andrew Krone’s record?
Search CRD 1465896 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Krone’s full registration record.
