KROUSE KERN WEALTH MANAGEMENT, INC.
CRD #130679 SEC #801-71389 FORT WAYNE, IN 260-484-9977
SEC Registered
Total AUM
$40.4M
Discretionary
$34M
Employees
1
Clients
26
Accounts
126
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GIANT, JOHN, R | I | VICE PRESIDENT | C | Control |
| GIANT, JOHN, R | I | VICE PRESIDENT | C | Control |
| GIANT, JOHN, R | I | VICE PRESIDENT | C | Control |
| KROUSE, RICHARD, WALKER | I | VICE PRESIDENT | C | Control |
| KROUSE, RICHARD, WALKER | I | VICE PRESIDENT | C | Control |
| KROUSE, RICHARD, WALKER | I | VICE PRESIDENT | C | Control |
| STRINGER, STEPHEN, J. | I | SECRETARY, TREASURER | C | Control |
| STRINGER, STEPHEN, J. | I | SECRETARY, TREASURER | C | Control |
| STRINGER, STEPHEN, J. | I | SECRETARY, TREASURER | C | Control |
| STUREMAN, ANTONY, P. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| STUREMAN, ANTONY, P. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| STUREMAN, ANTONY, P. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (1)
IN
Address
6509 MUTUAL DRIVEFORT WAYNE, IN 46825
United States
Phone: 260-484-9977