Kris Krause Email & Phone Number
Financial Advisor, Vice President - Investment Officer @ Wells Fargo Advisors
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Kris Krause Location
- Atlanta, GA, US
Kris Krause Work
- 2014 -now Financial Advisor, Vice President - Investment Officer @
- 2009 -2014 Financial Advisor - Limited Partner @
- 2004 -2009 Senior Audit Associate @
Kris Krause Education
- College for Financial Planning
Chartered Retirement Planning Counselor℠ (Retirement Income Planning, Social Security, Medicare and Generational Estate Planning)
2016-2017 - Kaplan University
Accelerated Certificate in Financial Planning
2013-2014 - Georgia State University - J. Mack Robinson College of Business
(Actuarial Science)
2004-2005 - Valdosta State University
BBA (Finance)
1999-2004 - Valdosta State University
BBA (Accounting)
1999-2004 - The Marist School 1994-1999
Kris Krause Skills
- Financial Analysis
- Finance
- Investments
- Auditing
- Financial Advisory
- Accounting
- Insurance
- Retirement Planning
- Tax
- Financial Modeling
- Forecasting
- Strategic Planning
- Financial Accounting
- Estate Considerations
- Microsoft Excel
- Internal Controls
- Customer Service
- Budgets
- Management
- Financial Reporting
- Financial Statements
- Tax Efficient Strategies
- Research
- Asset Protection Strategies
Kris Krause Summary
- Kris Krause, based in Atlanta, GA, US, is currently a Financial Advisor, Vice President - Investment Officer at Wells Fargo Advisors. Kris Krause brings experience from previous roles at Edward Jones and Reznick Group. Kris Krause holds a 2016 - 2017 Chartered Retirement Planning Counselor℠ in Retirement Income Planning, Social Security, Medicare and Generational Estate Planning @ College for Financial Planning. With a robust skill set that includes Financial Analysis, Finance, Investments, Auditing, Financial Advisory and more. Kris Krause has 1 emails and 1 mobile phone numbers on RocketReach.
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