David Kruis, IAR

Financial Advisor

David Kruis is a highly qualified Investment Advisor Representative with a proven track record of success in the financial services industry. He obtained his Bachelor of Arts in Business Administration from Calvin University in 1972 and has since acquired multiple licenses, including Series 7, Series 63, Series 65, and 2-15 License for Florida Life, Health & Variable Annuity Insurance.

David's professional experience spans over several decades including Belleair Wealth Management, where he has served as a Financial Advisor since 2015. He also worked for Palm Investment Strategies, American Wealth Management, and Raymond James Financial Services as a Registered Representative.

David's extensive knowledge, expertise, and dedication to providing exceptional client service make him an invaluable asset to his clients. His commitment to staying current with industry regulations and trends enables him to offer his clients personalized, tailored advice that helps them achieve their financial goals.

 

        

 

Phone 727-586-5655