KK
CFP
KK
CFP

Kraig Kerr

35 Years of Experience
Hood River, OR
Broker

Kraig Kerr is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Hood River, OR, with 35 years of industry experience. Kraig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

510 Cascade Ave, Hood River, OR, 97031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kraig owns multiple rental properties in Arizona and Oregon. His wife and son manage some of the properties, and Kraig spends minimal time on these activities.

Employment History
Current Registrations
D.A. Davidson & CO.
April 2015 - Present · 11 yrs 1 mo
D.A. Davidson & CO.Broker
April 2015 - Present · 11 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - April 2015 · 2 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
March 2002 - December 2005 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - April 2015 · 19 yrs 11 mos
Dain Bosworth IncorporatedBroker
November 1990 - May 1995 · 4 yrs 6 mos
State Registrations21 states
ARAZCACOCTFLGAHIIDINMAMDMNMTNVOHORTNTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kraig Kerr - Financial Advisor | TrueAdvisor