Autumn Kruse, financial advisor Pt. Richmond CA

Autumn Kruse

CRD Number: 3094615
Current Firm: Kruse Financial Strategy

Autumn Kruse (CRD# 3094615) is an Investment Advisor Representative working at Kruse Financial Strategy in Pt. Richmond, CA and has 1 year of experience in the finance industry. Autumn Kruse 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
Autumn Rain Kruse Richmond, CA Nov 2007 - Current 14
Effective Assets Berkeley, CA May 2000 - Apr 2014 13
Linda Jacobs Berkeley, CA Oct 2006 - Mar 2014 7

Autumn Kruse has no recent exams reported.
Contact Info for Autumn R. Kruse
Phone Number: 510-323-3973
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

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