Ryan Michael Daus

Employer firm

Daus Financial Group, LLC CRD 323054

$271M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 04/2023
  New York Life
  Okemos, MI
• 08/2002 → 04/2023
  Nylife Securities
  Kalmazoo, MI
• 02/2008 → 04/2023
  Eagle Strategies Llc
  Portage, MI
• 06/2011 → Present
  Daus Financial Group, Llc
  Kalamazoo, MI
• 03/2019 → 11/2021
  Generational Financial Partners Llc
  Kalamazoo, MI

Previous Registrations

• 2010-05-28 → 2023-05-01
  Eagle Strategies Llc
  Portage, MI
  Kalamazoo, MI
  Grand Rapids, MI
  Kalamazoo, MI
  Portage, MI
  Kalamazoo, MI

Other Businesses

[NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Daus Brothers LLC; Buy land an build storage unites which we will rent out.; 350 E. Michigan Ave Ste112 Kalamazoo, MI 49007; Start Date 06/2019; Role/Title: Owner; Investment Related; 5 hours per month; 3 hours per month during securities trading hours] [DFG Holdings LLC; owner; investment related; start date 04/2020; 487 S. Drake Road Kalamazoo, Mi 49009; This is a commercial building that will house our financial business "DFG". It also has a separate suite we will pursue renting to other professional businesses; 2 hours per month and during securities hours; Pay the mortgage and utilities on the building. Maintain the property. Technically my staff does this.] [Western Little League; Coaching youth baseball; P.O. Box 140731 Grand Rapids MI 49514; Start Date 02/2020; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Northern Rocket Football League; Coaching Football; 1757 7TH ST NW GRAND RAPIDS, MI 49504; Start Date 08/2021; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; coaching] WESTSIDE CONNECTION; NOT INVESTMENT-RELATED; GRAND RAPIDS, MI; PRESIDENT; 2023; APPROXIMATELY 5 HRS/MO DURING TRADING HOURS; NON-PROFIT FUNDRAISING

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant