Dan Kraus Email & Phone Number

As 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.

As 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.

As a CPA I provided audit, tax and private business advisory services.

Bsba, Accounting

Mba, Finance