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Christian Frederick Kruse

Christian F. Kruse

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CRD#: 2994299
Christian Frederick Kruse

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.

Christian Frederick Kruse, CFP®, who also goes by Chirstian Frederick Kruse, Chris Frederick Kruse, was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 1998. Christian had worked at 11 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chirstian Frederick Kruse | Chris Frederick Kruse

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®
CFP®

Experience


Past

January 24, 2025 - October 30, 2025

BETTER PLANNING & INVESTING

RIA
CRD#: 322901
CANBY, OR
Past

November 3, 2022 - December 31, 2024

BETTER PLANNING & INVESTING

RIA
CRD#: 322901
CANBY, OR
Past

February 11, 2022 - May 11, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAKE OSWEGO, OR
Past

February 11, 2022 - May 11, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LAKE OSWEGO, OR
Past

April 20, 2021 - September 17, 2021

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LAKE OSWEGO, OR
Past

April 15, 2021 - September 17, 2021

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LAKE OSWEGO, OR
Past

January 28, 2020 - February 22, 2021

C-J ADVISORY, INC.

RIA
CRD#: 133665
SAN JOSE, CA
Past

October 7, 2015 - June 13, 2019

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
SAN MATEO, CA
Past

September 22, 2015 - June 13, 2019

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
SAN MATEO, CA
Past

July 21, 2015 - September 3, 2015

QUEST CAPITAL STRATEGIES, INC.

RIA
CRD#: 16783
SAN FRANCISCO, CA
Past

July 1, 2015 - September 3, 2015

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

February 8, 2011 - April 28, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SAN FRANCISCO, CA
Past

January 5, 2009 - July 21, 2009

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 13, 2003 - December 2, 2003

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
SAN FRANCISCO, CA
Past

December 11, 2002 - December 2, 2003

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

April 19, 2000 - December 17, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 11, 1999 - January 21, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 4, 1998 - March 18, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
RR
IAR
Series 66
Date: 7/21/2015
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BP
BETTER PLANNING & INVESTING
BETTER PLANNING & INVESTING

CRD#: 322901 / SEC#:

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Contact information


Main Address
1933 N Locust St, Canby, OR 97013
Mailing Address
Phone number
(415) 254-0096
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
OregonERA - Withdrawn9/28/2022

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


BETTER PLANNING & INVESTING

CRD#: 322901

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