Paul Kraklan (CRD# 2731747) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Grand Rapids, MI and has over 27 years of experience in the finance industry. Paul Kraklan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horace Mann Companies | Springfield, IL | Jul 2023 - Current | < 1 |
| Horace Mann Investors, Inc. | Springfield, IL | Nov 2011 - Current | 12 |
| Horace Mann Companies | Springfield, IL | May 2016 - Jul 2023 | 7 |
| Baseball | Denver, NC | Jun 2014 - Jun 2016 | 2 |
| Horace Mann | Springfield, IL | Nov 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
- MI
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Total Assets Under Management62MILLIONS
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Total Number of Accounts498ACCOUNTS
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Average Account Value$124,743
- Other
- Selection of other advisers (including private fund managers)
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