Paul KrusCRD Number: 1138462
Current Firm: Arvest Wealth Management
Paul Krus (CRD# 1138462) is an Investment Advisor Representative working at Arvest Wealth Management in Del City, OK and has over 33 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Arvest Asset Management||Oklahoma City, OK||Jun 2015 - Current||2|
|Fifth Third Securities||St. Louis, MO||Oct 2013 - Jun 2015||1|
|Pnc Investments||Peoria, IL||Nov 2009 - Oct 2013||3|
|National City Bank||St. Louis, MO||Mar 2006 - Nov 2009||3|
|Natcity Investments, Inc.||St. Louis, MO||Mar 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management1,357MILLIONS
Total Number of Accounts6,456ACCOUNTS
Average Account Value$210,211
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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