Rose Kratz, financial advisor Tampa FL

Rose Kratz

CRD Number: 6144610
Current Firm: Ernst & Young Investment Advisers LLP

Rose Kratz (CRD# 6144610) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 6 years of experience in the finance industry.

Similar Advisors
Edward Acker, financial advisor Tampa FL
Edward J. Acker
CRD# 5829856
St. Pete Financial Group
Similar Advisors
Michael Addessi, financial advisor Tampa FL
Michael V. Addessi
CRD# 2001527
Commonwealth Financial Network
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Tampa FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Company Name Location Dates Years
Tapfin/ Ey Tampa, FL Jul 2017 - Current 4
Royal Fund Management, LLC The Villages, FL May 2017 - Current 4
American National University South Bend, IN Feb 2016 - Apr 2017 1
Global Financial Private Capital, LLC Sarasota, FL Aug 2015 - Nov 2015 < 1
Els & Associates Apollo Beach, FL Jun 2015 - Oct 2015 < 1
Sun Trust Ruskin, FL Apr 2015 - Jun 2015 < 1
Allstate Financial Sun City Center, FL May 2014 - May 2015 1
Nylife Securities LLC Tampa, FL May 2013 - Feb 2014 < 1
Allstate Sun City Center, FL Oct 2012 - May 2013 < 1
Concord Orlando, FL Jul 2011 - Oct 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
Contact Info for Rose M. Kratz
Phone Number: 800-273-0588
Registered State(s):
  • FL
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.