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Kraig Randall Null

WEALTHCARE SOLUTIONS
RADNOR, PA
·CRD# 1214819·42 years experience

Professional Summary

Kraig Randall Null is a registered financial advisor currently at WEALTHCARE SOLUTIONS, LLC located in Radnor, Pennsylvania. Kraig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Kraig has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

WEALTHCARE SOLUTIONS, LLC·CRD# 126827
RIA
150 North Radnor Chester Road Suite F200, Radnor, PA 19087
June 30, 2004 - Present
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
West Conshohocken, PA
March 29, 2004 - December 31, 2009
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Wynnewood, PA
May 22, 2001 - April 13, 2004
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Dallas, TX
February 16, 2001 - April 13, 2004
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
October 15, 1998 - February 13, 2001
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
June 24, 1997 - October 8, 1998
FERRIS, BAKER WATTS, LLC·CRD# 285
BD
Baltimore, MD
July 15, 1992 - August 28, 1995
BUTCHER & SINGER INC.·CRD# 6517
BD
July 23, 1986 - March 5, 1988
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
December 14, 1983 - May 17, 1984

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Current Firm

WS
WEALTHCARE SOLUTIONS, LLC

WEALTHCARE SOLUTIONS, LLC

CRD#: 126827
Delaware
Registered Investment Advisory firm - Delaware (8/16/2004 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/21/2024 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (11/29/2018 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/25/2004 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

150 North Radnor Chester Road Suite F200, Radnor, PA 19087

Mailing Address

Po Box 150, Ardmore, PA 19003-0150

Phone Number

(484) 297-2907

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

266

AUM (Assets Under Management)

$54,065,093

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LANK JOHNSON & TULL; MILLFORD, DE; INVESTMENT RELATED; ACCOUNT PRACTICE WHICH OFFERS FINANCIAL SERVICES TO EXISTING CLIENTS; CONSULTANT TO CPA'S; 1/2003; 15-20 HRS/MTH; 1-2 HRS/DAY.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Delaware
(8/16/2004)
IAR
Pennsylvania
(6/30/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1992About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jul 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1983About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kraig Randall Null's CRS (Customer Relationship Summary).

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