KS
CFP · ChFC
KS
CFP · ChFC

Kraig Strom

22 Years of Experience
Orange, CA
BrokerSells Insurance

Kraig Strom is a CFP, ChFC-designated registered investment advisor, based in Orange, CA, with 22 years of industry experience.

Location

333 City Boulevard West,, Suite 2050, Orange, CA, 92868-2944

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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 ActivitiesSells Insurance

Kraig works as an insurance agent, a registered investment advisor for Secura Wealth Management, a director for the Porsche Club of America, a paralegal, president of California Highlines/CHL Motors Inc., and founder of Cars & Coffee Corona. He also works as a Registered Representative for Arkadios Capital, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Arkadios CapitalBroker
March 2024 - Present · 2 yrs 2 mos
Secura Financial
May 2017 - Present · 9 yrs
Previous Registrations
Crown Capital Securities, L.P.Broker
January 2017 - March 2024 · 7 yrs 2 mos
Oneamerica Securities, INC.
July 2015 - January 2017 · 1 yr 6 mos
Oneamerica Securities, INC.Broker
July 2015 - January 2017 · 1 yr 6 mos
Oneamerica Securities, INC.
March 2010 - September 2013 · 3 yrs 6 mos
Oneamerica Securities, INC.Broker
October 2009 - September 2013 · 3 yrs 11 mos
Beneficial Investment Services, INC.
October 2007 - October 2009 · 2 yrs
Beneficial Investment Services, INC.Broker
October 2007 - October 2009 · 2 yrs
Torrey Pines Securities, INC.
February 2007 - October 2007 · 8 mos
Torrey Pines Securities, INC.Broker
April 2006 - October 2007 · 1 yr 6 mos
1st Discount Brokerage, INC.Broker
August 2002 - May 2006 · 3 yrs 9 mos
Acument Securities, INC.Broker
December 2001 - August 2002 · 8 mos
State Registrations3 states
CACOSC
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.