David Kranz, financial advisor Reno NV

David Kranz

CRD Number: 5605407
Current Firm: Belpointe Asset Management LLC

David Kranz (CRD# 5605407) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 15 years of experience in the finance industry. David Kranz 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.

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Professional Designations
Company Name Location Dates Years
Belpointe Asset Management, LLC Phoenix, AZ Aug 2017 - Current 6
Reshape Wealth LLC Jersey City, NJ Aug 2017 - Current 6
Belpointe Insurance, LLC Greenwich, CT Aug 2017 - Current 6
Bank Of America, N.a. New York, NY Mar 2012 - Aug 2017 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jan 2012 - Aug 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for David E. Kranz
Phone Number: 2036293300
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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