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Leland Kraus

Schwab Wealth Advisory, Inc.

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About Leland Kraus

Leland Kraus is a financial advisor with Schwab Wealth Advisory, Inc. Leland is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry for over 10 years. Leland holds the Series 6, 7, 63 and 66 securities licenses. Leland has a proven track record of providing sound financial advice and helping clients reach their financial goals. Leland has experience working with both individuals and businesses. He is a Registered Representative with Fidelity Brokerage Services LLC, Fifth Third Securities, Inc. and is currently registered in Missouri and several other states.

Firm Information

Leland Kraus is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Leland Kraus’s Registration & Firm History

MO

07/10/2024 - Present

Schwab Wealth Advisory, Inc. (Saint Louis MO)

MO

10/14/2013 - 04/23/2024

FIDELITY BROKERAGE SERVICES LLC (ST. LOUIS MO)

TN

04/18/2013 - 07/26/2013

FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 01/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Leland Kraus.
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