Autumn KruseCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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