Rocky Istvan (CRD# 5479035) is an Investment Advisor Representative working at Daniel Krug & Associates in Clarkston, MI and has over 16 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Daniel Krug & Associates | Clarkston, MI | Dec 2018 - Current | 5 |
| Global Financial Private Capital, LLC | Clarkston, MI | Apr 2013 - Current | 11 |
| Daniel Krug & Associates | Clarkston, MI | Nov 2008 - Current | 15 |
| G.f. Investment Services, LLC | Clarkston, MI | Mar 2013 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- FL
- MI
- TX
-
Total Assets Under Management114MILLIONS
-
Total Number of Accounts1,007ACCOUNTS
-
Average Account Value$113,285
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
FL, MI, TX
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