AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DK

Daniel J. Kraninger

Some features on this profile are disabled
CRD#: 2533047
DK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Joseph Kraninger, who also goes by Daniel Joseph Karaninger, Daniel J Kraninger, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1994. Daniel had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Daniel Joseph Karaninger | Daniel J Kraninger

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 18, 2021 - November 16, 2023

CONNECTUS WEALTH

RIA
CRD#: 310912
Greenwich, CT
Past

June 1, 2004 - November 8, 2021

NORTHCOAST ASSET MANAGEMENT LLC

RIA
CRD#: 109582
GREENWICH, CT
Past

June 17, 1997 - March 15, 2000

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

October 11, 1994 - July 24, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/19/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CW
CONNECTUS WEALTH
CONNECTUS PRIVATE | NORTHCOAST ASSET MANAGEMENT | NEIRG WEALTH MANAGEMENT | MID-CONTINENT CAPITAL | HUNT VALLEY WEALTH | CONNECTUS WEALTH, LLC | CONNECTUS WEALTH ADVISERS | CONNECTUS WEALTH

CRD#: 310912 / SEC#: 801-119970

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
20 Wight Ave #155, Hunt Valley, MD 21030
Mailing Address
Phone number
(513) 832-5463
Established
Firm type
Fiscal year end
# of Employees
97

Documents


Latest Form ADV

Part 2 Brochures

CONNECTUS WEALTH NORTHCOAST DBA (2) ADV PART 2A 3 2024 (3/28/2024)

Regulatory assets under management


Total Number of Accounts12,022
AUM (Assets Under Management)$ 8,674,470,008

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
05/30/2024
Cover Page
10/18/2023
12/22/2022

Red Flags


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.

Company Information


CONNECTUS WEALTH

CRD#: 310912

TRUST BUT VERIFY

Monitor Daniel Kraninger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics