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6079 Stoney Creek Drive, Fort Wayne, IN 46825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-31 |
Branch Locations
6079 Stoney Creek Drive, Fort Wayne, IN 46825 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krouse Kern Wealth Management, Inc. | Fort Wayne | IN | 01/2004 | Present |
| Kk&S Financial Advisors, Llc | Fort Wayne | IN | 01/2003 | Present |
| Fsc Securities Corp | Atlanta | GA | 06/2016 | 09/2018 |
1) KK RISK MANAGEMENT, LLC POSITION: Owner/Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2004 ADDRESS: 6079 Stoney Creek Drive, Fort Wayne IN 46825, United States DESCRIPTION: Licensed life/health/LTC agent. 2) KROUSE KERN WEALTH MANAGEMENT, INC. POSITION: Owner/Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2005 ADDRESS: 9602 Coldwater Road, Suite 100, Fort Wayne IN 46825, United States DESCRIPTION: Investment Advisory Responsibilities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-11 |
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