James Kruif is a registered investment advisor, based in Urbandale, IA, with 26 years of industry experience.
Location
12100 Meredith Dr Ste 103E, Urbandale, IA, 50322
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an investment advisor with Kestra Advisory Services and also works with clients through Kestra Investment Services under the DBA Retire DSM Empowered Retirement. He also drives for Majestic Limo and Coaches about 10-20% of the time, is a chapter leader for AMAC, and an ambassador for Iowans for Tax Relief.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Franklin/templeton Distributors, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Nnn Capital CORP.Broker
Broker Dealer Financial Services CORP.Broker
Wells Investment Securities,inc.Broker
Ameritas Investment CORP.Broker
Wells Investment Securities,inc.Broker
Locust Street Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations10 states
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.