David Krauser

David Krauser Email and Phone Number

Founder and Managing Member @ You First Financial
Salt Lake City, UT, US
David Krauser's Location
Salt Lake City Metropolitan Area, United States
David Krauser's Contact Details
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.

David Krauser's Current Company Details
You First Financial

You First Financial

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Founder and Managing Member
Salt Lake City, UT, US
Employees:
3
David Krauser Work Experience Details
  • You First Financial
    Founder And Managing Member
    You First Financial
    Salt Lake City, Ut, Us
  • You First Financial
    Founder/Managing Member
    You First Financial Jan 2018 - Present
    Greater Salt Lake City Area
    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. 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
  • Foursteps
    Director
    Foursteps Mar 2017 - Nov 2017
    Greater Salt Lake City Area
    Start-up company: Goal - Easy to understand, automated financial planning technology.
  • Elevated Retirement Group
    Investment Advisor
    Elevated Retirement Group Feb 2016 - Dec 2016
    Greater Salt Lake City Area
    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
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors May 2014 - Feb 2016
    Greater Salt Lake City Area
    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.
  • Wells Fargo Advisors Llc
    Trading Representative
    Wells Fargo Advisors Llc Mar 2011 - May 2014
    Greater Salt Lake City Area
    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.
  • Axa Advisors
    Financial Advisor
    Axa Advisors Nov 2008 - Dec 2009
    Specializing in 403(b) retirement planning.Licences: Series 7, Series 66, Life and Health.

David Krauser Skills

Financial Modeling Mutual Funds Wealth Management Series 7 Financial Analysis Finance Securities Financial Services Financial Planning Investments Portfolio Management Risk Management Retirement Planning Strategic Financial Planning Trading Financial Advisory Asset Allocation 401k Rollovers Roth Ira Guaranteed Lifetime Income Iras Holistic Financial Planning Retirement Income Strategies Social Security Tax Efficiency Etfs Leadership Strategic Planning Personal Financial Planning Investment Advisory Insurance Tax Advantaged Investment Strategies Investment Management Investment Advisory Services Investment Portfolios Comprehensive Planning Risk Analysis Fiduciary Investment Education Investment Research Sep Ira Traditional Ira Indexed Annuities Life Insurance Estate Planning Managed Money Investment Strategies

David Krauser Education Details

Frequently Asked Questions about David Krauser

What company does David Krauser work for?

David Krauser works for You First Financial

What is David Krauser's role at the current company?

David Krauser's current role is Founder and Managing Member.

What is David Krauser's email address?

David Krauser's email address is da****@****ent.com

What is David Krauser's direct phone number?

David Krauser's direct phone number is +151831*****

What schools did David Krauser attend?

David Krauser attended University At Albany, Suny.

What skills is David Krauser known for?

David Krauser has skills like Financial Modeling, Mutual Funds, Wealth Management, Series 7, Financial Analysis, Finance, Securities, Financial Services, Financial Planning, Investments, Portfolio Management, Risk Management.

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