Dana Krutka
Dana Krutka is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinnati, OH, with 7 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
Firm Size
IM Fee
Assets Under Management
Location
8041 Hosbrook Road, Suite 416, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana works as an associate/employee for Aspire Wealth Planning and JW-CIN INC, both in client service roles. Dana dedicates about half of her time to each of these support companies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations10 states
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