AeroLeads people directory · profile
David Krauser Email & Phone Number
Founder and Managing Member
at
You First Financial
1 work email found
@youfirstretirement.com
3 phones found area 518
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Managing Member
Location
Salt Lake City Metropolitan Area, United States
Company size
Who is David Krauser? Overview
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Quick answer
David Krauser is listed as Founder and Managing Member at You First Financial, a with 3 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at youfirstretirement.com, phone signal with area code 518, and a matched LinkedIn profile for David Krauser.
David Krauser previously worked as Founder/Managing Member at You First Financial and Director at Foursteps. David Krauser holds Bachelor’S Degree, Economics from University At Albany, Suny.
Company email context
Email format at You First Financial
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{first}.{last}@youfirstretirement.com
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AeroLeads found 1 current-domain work email signal for David Krauser. Compare company email patterns before reaching out.
Profile bio
About David Krauser
David has a degree in economics and has been licensed since 2009. He has worked for well known advisory groups and has brought best practices from these groups to You First Financial. He has left behind some of the other practices such as being a salesperson. He created You First Financial to always put your best interests first! You First Financial is a Fiduciary.Investment Advisor Representative. Series 66, Life and Health.
Listed skills include Financial Modeling, Mutual Funds, Wealth Management, Series 7, and 43 others.
Current workplace
David Krauser's current company
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You First Financial
7 roles
David Krauser work experience
A career timeline built from the work history available for this profile.
Founder/Managing Member
CurrentDavid has a degree in economics and has been licensed since 2009. He has worked for well known advisory groups and has brought best practices from these groups to You First Financial. He has left behind some of the other practices such as being a salesperson. You First Financial was created to always put your best interests first! Financial and investment planning using the latest technology. You First Financial is a fiduciary.Specializations: Transition/Retirement Planning, Social Security Maximization, Tax-efficiency, Strategic Income, RMDs, and Financial Education.License: Series 66 (Investment Adviser), Life and Health w/Long-term Care
Jan 2018 - Present
Director
Start-up company: Goal - Easy to understand, automated financial planning technology.
Mar 2017 - Nov 2017
Investment Advisor
Elevated Retirement Group
Complete comprehensive planning: Income, Investments, Taxes, Healthcare, and Estate Planning. Understanding a client’s current situation, evaluating where they stand, then working together to form a plan that clearly shows value.License: Series 66, Life and Health
Feb 2016 - Dec 2016
Financial Advisor
Consistently acknowledged as a top performing Adviser. Exceeding goals and making a difference in people’s lives. Skills: Series 7, Series 66, Portfolio analytics, risk tolerance, investment recommendations, portfolio construction, mutual funds, ETFs, managed money.
May 2014 - Feb 2016
Trading Representative
Acknowledged a top performer! Member of the advanced trading team. Represented Wells Fargo in a manager/supervisor capacity, approving large trades for Representatives, complex options orders answering tough questions form traders they cannot answer on their own. Detail-oriented: 1000s of trades -no trade errors. Team lead for C.A.R.E group (group deals with project management; Identifying issues in our department, implementing strategies to fix these issues). Member of the developmental learning team; Developing teaching material for new trade representatives.
Mar 2011 - May 2014
Financial Advisor
Specializing in 403(b) retirement planning.Licences: Series 7, Series 66, Life and Health.
Nov 2008 - Dec 2009
1 education record
David Krauser education
FAQ
Frequently asked questions about David Krauser
Quick answers generated from the profile data available on this page.
What company does David Krauser work for?
David Krauser works for You First Financial.
What is David Krauser's role at You First Financial?
David Krauser is listed as Founder and Managing Member at You First Financial.
What is David Krauser's email address?
AeroLeads has found 1 work email signal at @youfirstretirement.com for David Krauser at You First Financial.
What is David Krauser's phone number?
AeroLeads has found 3 phone signal(s) with area code 518 for David Krauser at You First Financial.
Where is David Krauser based?
David Krauser is based in Salt Lake City Metropolitan Area, United States while working with You First Financial.
What companies has David Krauser worked for?
David Krauser has worked for You First Financial, Foursteps, Elevated Retirement Group, Wells Fargo Advisors, and Wells Fargo Advisors Llc.
How can I contact David Krauser?
You can use AeroLeads to view verified contact signals for David Krauser at You First Financial, including work email, phone, and LinkedIn data when available.
What schools did David Krauser attend?
David Krauser holds Bachelor’S Degree, Economics from University At Albany, Suny.
What skills is David Krauser known for?
David Krauser is listed with skills including Financial Modeling, Mutual Funds, Wealth Management, Series 7, Financial Analysis, Finance, Securities, and Financial Services.
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