Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kraatz is an investment advisor representative with Blackridge Asset Management, LLC. James is a veteran in the financial services industry, having begun their career in 1990. Blackridge Asset Management is a registered investment advisor firm located in Jupiter, FL and Shelby Township, MI. Their firm's focus is providing financial planning, portfolio management for individuals, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
03/21/2017 - Present
Blackridge Asset Management, LLC (Shelby Township MI)
MI
02/29/2008 - 03/20/2017
NEXT FINANCIAL GROUP, INC. (SHELBY TOWNSHIP MI)
MI
10/18/2005 - 03/03/2008
CAPITAL FINANCIAL SERVICES, INC. (SHELBY TOWNSHIP MI)
FL
11/20/2003 - 10/19/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
10/16/2002 - 11/20/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
10/31/1990 - 10/31/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 01/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Kraatz is the right advisor for you? Invested Better is here to help.
