David Kruis Email & Phone Number
Wealth Advisor and Registered Representative with Calton and Associates @ Belleair Wealth Management
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David Kruis Location
- Largo, FL, US
David Kruis Work
- 2015 -now Wealth Advisor and Registered Representative with Calton and Associates @
- 2003 -2015 Financial Advisor and Registered Representative @ CrossPlan Money Management and American Wealth Management
- 2000 -2003 Registered Representative and Financial Advisor @ Raymond James Financial Services
- 1990 -1992 VP @ Fortune Bank
- 1984 -1990 VP @
David Kruis Education
- Calvin University
BA (Busness Mangement / Economics)
1968-1972 - Grand Valley State University Seidman College of Business Graduate Programs
David Kruis Skills
- Financial Advisory
- Banking
- Bonds
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Strategic Planning
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Qualified Retirement Plans
- Investment Strategies
- Small Business Consulting
- Risk Management
- Marketing
- Asset Management
- Long Term Care
- Wealth
- Management
- Retirement
David Kruis Summary
- David Kruis, based in Largo, FL, US, is currently a Wealth Advisor and Registered Representative with Calton and Associates at Belleair Wealth Management. David Kruis brings experience from previous roles at CrossPlan Money Management and American Wealth Management, Raymond James Financial Services, Fortune Bank and First Union National Bank. David Kruis holds a 1968 - 1972 BA in Busness Mangement / Economics @ Calvin University. With a robust skill set that includes Financial Advisory, Banking, Bonds, Insurance, Retirement Planning and more. David Kruis has 1 mobile phone numbers on RocketReach.
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