David Krauser (CRD# 5656213) is an Investment Advisor Representative working at You First Financial LLC in Holladay, UT and has over 14 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
You First Insurance, LLC | Holladay, UT | Feb 2018 - Current | 6 |
You First Financial LLC | Holladay, UT | Feb 2018 - Current | 6 |
Foursteps Insurance, LLC | Salt Lake City, UT | Jun 2017 - Nov 2017 | < 1 |
Foursteps Financial, LLC | Salt Lake City, UT | May 2017 - Nov 2017 | < 1 |
David Krauser, Sole Proprietor | Salt Lake City, UT | Feb 2016 - Jun 2017 | 1 |
Elevated Capital Advisors, LLC | Murray, UT | Feb 2016 - Nov 2016 | < 1 |
Wells Fargo Advisors LLC | Salt Lake City, UT | Mar 2011 - Feb 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- FL
- MI
- UT
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$131,579
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MI, UT
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