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RK

Robert S. Krafft

LUMINARY WEALTH
Fort Wayne, IN 46804
Some features on this profile are disabled
CRD#: 4245811
RK

Professional summary

Robert Scott Krafft is a registered financial advisor currently at LUMINARY WEALTH located in Fort Wayne, Indiana.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 2 firms .

top-8-questions

Question & Answer

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.
CAPSTONE ADVISORS, LLC - PRINCIPAL & FINANCIAL ADVISOR 05/2002 - 7910 CARNEGIE BLVD, FORT WAYNE, IN 46804 - INVESTMENT RELATED. 30 HRS.WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Scott Krafft'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®
None

Experience

Current

January 19, 2011 - Present

LUMINARY WEALTH

Office #1: 7910 Carnegie Blvd., Fort Wayne, IN 46804
RIA
CRD#: 116484
Fort Wayne, IN
Past

March 15, 2011 - November 18, 2011

LARSON FINANCIAL GROUP, LLC

RIA
CRD#: 140599
FORT WAYNE, IN
Past

January 16, 2003 - December 31, 2010

LUMINARY WEALTH

RIA
CRD#: 116484
FORT WAYNE, IN

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
Indiana
(1/19/2011)

Exams

Current Firm

LW
LUMINARY WEALTH
CAPSTONE ADVISORS, LLC | LUMINARY WEALTH | CAPTSONE ADVISORS, LLC

CRD#: 116484 / SEC#:

Indiana
Registered Investment Advisory firm - (1/19/2011 Approved)
North Carolina
Registered Investment Advisory firm - (4/2/2020 Approved)
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Contact information

Main Address
7910 Carnegie Blvd., Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 420-2500
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts279
AUM (Assets Under Management)$ 77,202,556

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

LUMINARY WEALTH

CRD#: 116484Fort Wayne, IN 46804

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