Ryan Spencer Krauss
Advisor at J. W. Cole Advisors, Inc. — Elkhorn, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
13 years
Location
Elkhorn, NE 68022
J. W. Cole Advisors, Inc.
Enterprise
Ryan Krauss is a financial advisor at J.W. Cole Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Global Financial Private Capital and US Central Financial, where he remains involved as president. Outside of his advisory role, he is an owner/member of several personal LLCs used for tax planning and real estate purposes. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary approaches.
Based on J. W. Cole Advisors, Inc.
Based on J. W. Cole Advisors, Inc.
Flat fees available for financial planning and consulting services; amounts negotiated
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
IARs may receive commissions for securities and insurance products when acting as registered representatives or insurance agents
Up to $350 per hour for financial planning and consulting
Ongoing financial planning and consulting services may be charged on a recurring fee basis
Account minimum: $10,000 for Transaction-Based Advisory Account Programs; $100,000 for Asset-Based Advisory Account Program; $10,000 for FMAX Program; no minimum for financial planning services but minimum fee applies Minimum fee: Minimum fee generally 0.25%; maximum fee generally 3.00%; exceptions and waivers possible Fee-only: Financial planning and consulting services offered for hourly fees up to $350/hour, flat fees, or ongoing recurring fees
Elkhorn, NE
940 N 204th Ave Suite 220
Elkhorn NE 68022
Advisors at this office
1
Nebraska · Texas
13 years of industry experience
J.W. Cole Advisors, INC.
2019 - Present • 7 years
Tampa, FL
Global Financial Private Capital
2013 - 2019 • 6 years
Sarasota, FL
US Central Financial
1996 - Present • 30 years
Grand Island, NE
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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