David T. Krauser
Professional summary
David Thomas Krauser, who also goes by David Krauser, is a registered financial advisor currently at YOU FIRST FINANCIAL LLC located in Holladay, Utah.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Krauser's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 15, 2018 - Present
YOU FIRST FINANCIAL LLC
Office #1: 3115 East Lion Lane Suite160, Holladay, UT 84121February 19, 2016 - November 15, 2016
ELEVATED CAPITAL ADVISORS, LLC
March 17, 2011 - February 17, 2016
WELLS FARGO CLEARING SERVICES, LLC
March 17, 2011 - February 17, 2016
WELLS FARGO CLEARING SERVICES, LLC
July 20, 2009 - January 12, 2010
EQUITABLE ADVISORS, LLC
June 3, 2009 - January 12, 2010
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2022)
(8/26/2021)
(8/12/2025)
(3/15/2018)
Exams
Current Firm
YOU FIRST FINANCIAL LLC
CRD#: 292984 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 18,400,000 |
Red Flags
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