PK
Paul A. Kraft
INTEGRITY ADVISORY SOLUTIONS
Indianopolis, IN 46204
Some features on this profile are disabled
CRD#: 4372382
PK
Professional summary
Paul Allen Kraft, who also goes by Paul A Kraft, is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Indianopolis, Indiana.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul A Kraft
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.
1. American Academy Wealth; Investment related; 135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; RIA; IAR; 03/05/2024; 16 hours per month; 16 hours during trading hours; Investment Advisor Representative. 2. Frank & Kraft Wealth Coaching, LLC; Investment related; 135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; RIA; Owner/President/IAR; 02/24/2015; 40 hours per month; 30 hours during trading hours; Investment Advisor representative. 3. Frank & Kraft, A Professional Corporation; 135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; Law Firm; Attorney/Owner/President; 06/15/1990; 200 hours per month; 150 hours during trading hours; Estate Planning Attorney 4. Frank & Kraft, Inc.; Investment Related;135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; Real Estate; Owner/President; 06/15/1990; 0 hours per month; 0 hours during trading hours; This company is the tenant of the law firm's office space and subleases the space to the law firm. 5. Jewish Federation of Greater Indianapolis, Inc; Non investment related; 6705 Hoover Rd Indianapolis, IN 46260; Jewish Community Philanthropy; Current board member on various committees; 01/01/1990; 10 hours per month; 8 hours during trading hours; Board member of various committees. 6. Hooverwood Living; Non investment related; 7001 Hoover Rd Indianapolis, IN 46260; Charity for nursing home & assisted living facility for Jewish Federation of Greater Indianapolis, Inc; Board Member; 01/01/1990; 10 hours per month; 8 hours during trading hours; Board member 7. The Children's Theraplay Foundation, Inc; Non investment related; 9919 Towne Rd Carmel, IN 46032; Charity; Board Member; 01/01/2001; 6 hours per month; 6 hours during trading hours; Board member of charity
CRS (Client Relationship Summary) - RIA
Click below to view Paul Allen Kraft'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®
NoneExperience
Current
March 23, 2024 - Present
INTEGRITY ADVISORY SOLUTIONS
Office #1: 135 N. Pennsylvania Street Suite 250, Indianopolis, IN 46204RIA
CRD#: 288817
Indianopolis, IN
Past
June 1, 2015 - April 29, 2025
FRANK & KRAFT WEALTH COACHING, INC.
RIA
CRD#: 175328
INDIANAPOLIS, IN
Past
March 20, 2003 - June 3, 2015
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
INDIANAPOLIS, IN
Past
March 20, 2003 - June 3, 2015
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
INDIANAPOLIS, IN
Past
August 13, 2002 - March 27, 2003
SII INVESTMENTS, INC.
RIA
CRD#: 2225
INDIANAPOLIS, IN
Past
July 18, 2002 - March 27, 2003
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
March 28, 2001 - August 7, 2002
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)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(4/8/2024)
IAR
Texas(3/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,709 |
| AUM (Assets Under Management) | $ 512,263,824 |
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.
