Andrew Krafft, financial advisor Charlotte NC

Andrew Krafft

CRD Number: 6088502
Current Firm: Luminary Wealth

Andrew Krafft (CRD# 6088502) is an Investment Advisor Representative working at Luminary Wealth in Charlotte, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Capstone Advisors LLC Fort Wayne, IN Jan 2018 - Current 6
Ernst & Young Charlotte, NC Jan 2014 - Dec 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Andrew R. Krafft
Phone Number: 260-420-2500
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $226,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IN, NC

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