Ryan
Daus

Daus Financial Group, LLC

CRD#4578850
Investment Advisor
in Kalamazoo, MI

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About this Advisor

Ryan Daus is a financial advisor based in Kalamazoo, Michigan, working with Daus Financial Group, LLC. Ryan has previously held positions at New York Life, Nylife Securities, Eagle Strategies LLC, Daus Financial Group, LLC, and Generational Financial Partners LLC. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Ryan is part of Daus Financial Group, LLC, which operates out of Kalamazoo, Michigan. The firm has 6 employees and manages assets totaling $154.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Daus Financial Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

487 South Drake Road Suite A
Kalamazoo, MI 49009

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Daus Financial Group, LLC Brokerage Details

Total Assets Under Management

$154,100,000

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

662

MI Average: 1,586
Average Account Size

$232,779

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ryan Daus Work History

2011 - Present (13 years)

Daus Financial Group, LLC

2019 - 2021 (2 years)

Generational Financial Partners LLC

2008 - 2023 (15 years)

Eagle Strategies LLC

2002 - 2023 (21 years)

New York Life

2002 - 2023 (21 years)

Nylife Securities

Disclosures

Please visit the SEC profile of Ryan Daus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Daus Financial Group, LLC

Trenden Peacock
Kalamazoo, MI
Ryan Daus
Kalamazoo, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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