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Kahne Lisa Krause

DFA Securities LLC

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About Kahne Lisa Krause

Kahne Krause is a registered representative with DFA Securities LLC, with a branch office located in Santa Monica, CA. Kahne has been in the securities industry since September 18, 2007. Krause is licensed in all 50 states for broker-dealer activities.

Firm Information

Kahne Krause is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kahne Krause’s Registration & Firm History

CA

09/18/2007 - Present

DFA Securities LLC (SANTA MONICA CA)

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Licenses & Designations

BC

Issued 11/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/28/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kahne Lisa Krause.
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