Kayse KressCRD Number: 5060633
Current Firm: Physician Wealth Services, LLC
Kayse Kress (CRD# 5060633) is an Investment Advisor Representative working at Physician Wealth Services, LLC in West Hartford, CT and has over 13 years of experience in the finance industry. Kayse Kress 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.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Physician Tax Advisors LLC||Loveland, OH||Aug 2020 - Current||1|
|Physician Wealth Services, LLC||San Diego, CA||Sep 2018 - Current||3|
|More With Less Financial Planning, LLC||Bristol, CT||Jun 2017 - Dec 2018||1|
|Connecticut Wealth Management, LLC||Farmington, CT||Oct 2010 - Apr 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management22MILLIONS
Total Number of Accounts357ACCOUNTS
Average Account Value$62,898
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CO, CT, FL, GA, IL, KS, LA, MA, MI, NC, NE, NH, NV, NY, OH, OR, PA, TX, VA, WA, WI
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