Autumn R. Kruse

KRUSE FINANCIAL STRATEGY

PETALUMA, CA 94954

Some features on this profile are disabled

CRD#: 3094615

Professional summary

Autumn Rain Kruse, CFP® is a registered financial advisor currently at KRUSE FINANCIAL STRATEGY located in Petaluma, California.

Autumn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Autumn has worked at 4 firms .

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Budgeting

Retirement Planning

Inheritance

Debt Management

Socially Responsible Investing

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Hourly

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Socially Responsible Investmen...

Women's Financial Planning Iss...

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Autumn Rain Kruse's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 18, 2019 - Present

KRUSE FINANCIAL STRATEGY

Office #1: 720 Southpoint Blvd Suite 201, Petaluma, CA 94954

RIA

CRD#: 145321

PETALUMA, CA

Past

October 16, 2007 - January 6, 2010

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

BERKELEY, CA

Past

October 9, 2007 - April 11, 2014

LINCOLN PAIN CONSULTING

RIA

CRD#: 137566

BERKELEY, CA

Past

October 4, 2007 - March 28, 2014

LINDA JACOBS

RIA

CRD#: 137561

BERKELEY, CA

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.

Highlighted states indicate IAR registrations

IAR

California
(3/18/2019)

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

Current Firm

KRUSE FINANCIAL STRATEGY

AUTUMN R. KRUSE, CFP(R) | KRUSE, AUTUMN RAIN | KRUSE FINANCIAL STRATEGY

CRD#: 145321 / SEC#:

California

Registered Investment Advisory firm - (11/7/2007 Approved)

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

720 Southpoint Blvd Suite 201, Petaluma, CA 94954

Mailing Address

Phone number

(510) 323-3973

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Brian Frost

LPL FINANCIAL LLC

IAR

SANTA ROSA, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Autumn R. Kruse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Autumn Rain Kruse's CRS (Customer Relationship Summary).

Certified licenses

Experience

KRUSE FINANCIAL STRATEGY

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

LINCOLN PAIN CONSULTING

LINDA JACOBS

State Registrations and Notice Filings

Exams

Current Firm

KRUSE FINANCIAL STRATEGY

Contact information

Documents

Red Flags

Company Information

KRUSE FINANCIAL STRATEGY

TRUST BUT VERIFY

Contact information

Similar Advisors