Ryan Daus (CRD# 4578850) is an Investment Advisor Representative working at Daus Financial Group, LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry. Ryan Daus 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# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
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 |
|---|---|---|---|
| Daus Financial Group, LLC | Portage, MI | Jun 2011 - Current | 12 |
| Eagle Strategies LLC | Portage, MI | Feb 2008 - Apr 2023 | 15 |
| Nylife Securities | Kalmazoo, MI | Aug 2002 - Apr 2023 | 20 |
| New York Life | Okemos, MI | Feb 2002 - Apr 2023 | 21 |
| Generational Financial Partners LLC | Kalamazoo, MI | Mar 2019 - Nov 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
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Total Assets Under Management154MILLIONS
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Total Number of Accounts662ACCOUNTS
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Average Account Value$232,779
- 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
FL, IL, IN, MI
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