Leland Kraus

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2013 → 05/2024
  Fidelity Brokerage Services Llc
  St. Louis, MO
• 07/2018 → 05/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2024 → Present
  Charles Schwab & Co, Inc
  Saint Louis, MO
• 06/2024 → Present
  Schwab Wealth Advisory Inc
  Saint Louis, MO

Previous Registrations

• 2018-07-13 → 2024-04-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-01-28 → 2018-07-13
  Strategic Advisers Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-01-23
• S63 Uniform Securities Agent State Law Examination
  2013-06-16

Designations

• Certified Financial Planner

Other Names

• Lee Kraus
• Leland Daniel Kraus