Paul Kranich (CRD# 5986195) is an Investment Advisor Representative working at Principal Advised Services in Citrus Heights, CA and has over 12 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Des Moines, IA | Nov 2022 - Current | 1 |
| Principal Life Insurance Company | Des Moines, IA | Feb 2018 - Current | 6 |
| Principal Securities Inc. | Des Moines, IA | Feb 2018 - Current | 6 |
| Fidelity Brokerage Services LLC | Roseville, CA | Apr 2015 - Feb 2018 | 2 |
| Bank Of America, N.a. | Roseville, CA | Jan 2012 - Apr 2015 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Roseville, CA | Mar 2010 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- CA
- IA
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts11,801ACCOUNTS
-
Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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