Scott Krafft (CRD# 4245811) is a founding Principal of Capstone Advisors, LLC in Fort Wayne, IN and has 36 years of experience in the finance industry. Big 4 experience with Deloitte and EY; Institutional investment officer with Lincoln Fianancial Group in Commercial Real Estate Mortgages< Private Placements and Mezzanine Finance.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 6442940
Lincoln Financial Advisors Corporation
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply fiduciary practices. Advisors who are fiduciaries are required to provide advice that is in their client?s best interest.
CPAs are experts on tax issues. However, while they are required to take extensive exams on tax and accounting issues, the CPA does not indicate any particular proficiency with financial planning or portfolio management.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capstone Advisors, LLC | Fort Wayne, IN | May 2002 - Current | 18 |
| Lincoln Financial Group | Fort Wayne, IN | Nov 1991 - May 2002 | 10 |
| Society Bank (Key Bank) | Cleveland, OH | Jan 1990 - Nov 1991 | 1 |
| Ostendorf-Morris Real Estate Brokerage | Cleveland, OH | Feb 1986 - Dec 1989 | 3 |
| Deloitte, Haskins & Sells | Cleveland, OH | Sep 1984 - Feb 1986 | 1 |
| Ernst & Whinney | Cleveland, OH | Sep 1982 - Sep 1984 | 1 |
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Total Assets Under Management33MILLIONS
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Total Number of Accounts203ACCOUNTS
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Average Account Value$163,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IN, NC
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