Daniel Krauskopf (CRD# 5556836) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marysville, MI and has over 15 years of experience in the finance industry. Daniel Krauskopf 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# 6150772
J.p. Morgan Securities LLC
CRD# 6834496
Edward Jones
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saint Christopher | Marysville, MI | Oct 2019 - Current | 4 |
| N/a | St. Clair, MI | Aug 2019 - Current | 4 |
| Beacon Wealth Group | Marysville, MI | Oct 2018 - Current | 5 |
| Raymond James Financial Services,inc | Maryville, MI | Oct 2014 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Marysville, MI | Oct 2014 - Current | 9 |
| Aj Essian Financial Services | Marysville, MI | Oct 2014 - Current | 9 |
| Saint Clair Community College | Port Huron, MI | Aug 2013 - Dec 2023 | 10 |
| Edward Jones | St Louis, MO | Jun 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- MI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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