HK
ChFC
HK
ChFC

Harold Kranick

32 Years of Experience
Traverse City, MI
1 DisclosureBrokerSells Insurance

Harold Kranick is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Traverse City, MI, with 32 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

808 W Front St, Traverse City, MI, 49684

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History

Regulatory History (1)
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Customer Dispute
March 2009
Withdrawn
Other Business ActivitiesSells Insurance

Harold is involved in several business activities, including fixed insurance product sales through Front Street Insurance Agency, LLC and as an independent insurance agent. He also co-owns John Marshall Insurance Agency LLC and is a member of Honor Area Insurance Agency, LLC, both dealing with property and casualty insurance, and owns multiple rental properties.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2017 - June 2021 · 4 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
August 2002 - January 2004 · 1 yr 5 mos
Pruco Securities CorporationBroker
April 1993 - July 2002 · 9 yrs 3 mos
State Registrations1 state
MI
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.