David J. Kruis

BELLEAIR WEALTH MANAGEMENT

Belleair Bluffs, FL 33770

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CRD#: 4274984

Professional summary

David John Kruis is a registered financial advisor currently at BELLEAIR WEALTH MANAGEMENT, LLC located in Belleair Bluffs, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

No. 1) Name of Business: David J Kruis, LLC. Investment related. Address: 2811 West Bay Drive, Belleair Bluffs, FL 33770. Nature of Business: RIA representative; Life insurance products. Position/Title/Relationship: Officer. Hours per month: 10. Hours per month during Securities trading hours: 5%. Duties/Responsibilities: Sales of life insurance and sales solicitor for Belleair Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Kruis's CRS (Customer Relationship Summary).

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

April 28, 2015 - Present

BELLEAIR WEALTH MANAGEMENT, LLC

Office #1: 2811 West Bay Drive, Belleair Bluffs, FL 33770

RIA

CRD#: 131666

Belleair Bluffs, FL

Past

February 19, 2016 - December 16, 2019

CALTON & ASSOCIATES, INC.

CRD#: 20999

Belleair Bluffs, FL

Past

August 13, 2004 - June 9, 2015

CROSSPLAN MONEY MANAGEMENT

RIA

CRD#: 129489

SEMINOLE, FL

Past

January 21, 2003 - March 2, 2015

AMERICAN WEALTH MANAGEMENT, INC.

CRD#: 25536

SEMINLOE, FL

Past

December 7, 2000 - January 22, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

SEMINOLE, FL

Past

December 6, 2000 - January 22, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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

Florida
(4/28/2015)

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

State Security Law Exam

Series 63

Date: 6/6/2016

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/24/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2000

General Securities Representative Examination

Current Firm

BELLEAIR WEALTH MANAGEMENT, LLC

BELLEAIR WEALTH MANAGEMENT | WAMSLEY, STANLEY ALAN | BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666 / SEC#: 801-134914

Arizona

Registered Investment Advisory firm - (10/30/2025 Termination Requested)

California

Registered Investment Advisory firm - (10/30/2025 Termination Requested)

Florida

Registered Investment Advisory firm - (5/3/2000 Approved)

Hawaii

Registered Investment Advisory firm - (9/18/2024 Approved)

South Carolina

Registered Investment Advisory firm - (9/16/2024 Approved)

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Contact information

Main Address

2811 West Bay Drive, Belleair Bluffs, FL 33770

Mailing Address

Phone number

(727) 586-5655

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts	373
AUM (Assets Under Management)	$ 112,971,876

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.

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Firm Stability Insights

David J. Kruis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Kruis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

CROSSPLAN MONEY MANAGEMENT

AMERICAN WEALTH MANAGEMENT, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/6/2016

Series 65

Date: 10/24/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2000

Current Firm

BELLEAIR WEALTH MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELLEAIR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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