Kayse Kress, financial advisor West Hartford CT

Kayse Kress

CRD 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.

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Advice And Planning Services
Professional Designations
Company Name Location Dates Years
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
Contact Info for Kayse A. Kress
Phone Number: (619) 304-0777
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $62,898
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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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