DK
CFP
DK
CFP

Daniel Krauskopf

17 Years of Experience
Marysville, MI
BrokerSells Insurance

Daniel Krauskopf is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marysville, MI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

782 Huron, Suite 2, Marysville, MI, 48040

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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

Daniel sells fixed annuities and life insurance through Eschels Financial Group, dedicating minimal time to this activity. He also serves as Chair of the finance committee for Saint Christopher, monitoring church expenses and budgets, and dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Edward Jones
December 2008 - October 2014 · 5 yrs 10 mos
Edward JonesBroker
November 2008 - October 2014 · 5 yrs 11 mos
State Registrations20 states
AKAZCACOFLILINKYMAMIMSNJNMNYOHPASCTXVAWA
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.
Daniel Krauskopf - Financial Advisor | TrueAdvisor