Dan Kraus Email and Phone Number
Dan Kraus work email
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Dan Kraus personal email
Money, investments and wealth best serve us when it supports our relationships, purpose and legacy. At Undivided, your aspirations and financial goals are the core driver of everything we do for you, your family and your business.As Managing Partner and Chief Investment Officer, I work with an incredible team to ensure your investment plan is aligned with your life plan and tied together by your financial plan ... an "Undivided Plan".
Undivided Wealth Management, Llc
View- Website:
- undividedwealth.com
- Employees:
- 5
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Managing Partner, Chief Investment OfficerUndivided Wealth Management, Llc May 2018 - PresentAs Managing Partner, Director of Investments, I work with an incredible team to ensure your investment plan is aligned with your life plan and tied together by your financial plan ... an "Undivided Plan". Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (finra.org)/SIPC (sipc.org). Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Undivided Wealth Management is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Undivided Wealth Management and Kestra IS are not affiliated. Neither Kestra IS nor its affiliates offer tax or legal advice.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states in jurisdictions in which they are properly registered. Therefore, a response to request for information may be delayed. For additional, please contact Kestra IS Compliance Department at 737-443-2582.
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Financial ConsultantWells Fargo Advisors 2010 - 2018 -
Assistant TreasurerAnheuser-Busch 1982 - 2008As the primary investment officer and member of the Retirement Plans Committee I was responsible for investment strategy, portfolio management, plan administration and participant education. I also served as trustee on several union sponsored retirement plans and international pension plans. Other responsibilities included corporate finance, banking and cash management, charitable foundation investments, mergers and acquisitions and income tax planning. -
Sr. AccountantKpmg Peat Marwick May 1978 - Apr 1982As a CPA I provided audit, tax and private business advisory services.
Dan Kraus Skills
Dan Kraus Education Details
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Accounting
Frequently Asked Questions about Dan Kraus
What company does Dan Kraus work for?
Dan Kraus works for Undivided Wealth Management, Llc
What is Dan Kraus's role at the current company?
Dan Kraus's current role is Undivided Wealth Management.
What is Dan Kraus's email address?
Dan Kraus's email address is da****@****ors.com
What schools did Dan Kraus attend?
Dan Kraus attended University Of Missouri-Columbia, University Of Missouri-Saint Louis.
What skills is Dan Kraus known for?
Dan Kraus has skills like Investments, Retirement Planning, Financial Analysis, Financial Advisory, Investment Strategies, Financial Modeling, Cash Management, Corporate Finance, Financial Services, Business Planning, Asset Allocation.
Who are Dan Kraus's colleagues?
Dan Kraus's colleagues are Gary Baker, Grace Bales, Kimberly Rubenstein, Cfp®.
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