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Samuel S
CFP®, Series 63, Series 65
Granite Bay, CA
Kerux, LLC
Samuel Smith is a CFP® with one year of industry experience, currently serving as a financial advisor at Kerux, LLC. His prior roles include positions at LPL Financial and several educational institutions. Kerux, LLC, operating as Abound Financial, provides investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and institutional clients. The firm employs a diversified portfolio approach, integrates third-party tools for risk assessment, and maintains discretionary authority for regular portfolio reviews and rebalancing.
David L
CFP®, Series 66
Granite Bay, CA
Kerux, LLC
David Laut is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Kerux, LLC and has held roles at Abound Financial, LPL Financial, The Wealth Consulting Group, and UBS Financial Services. Kerux, LLC, operating under the Abound Financial brand, provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm utilizes a mix of equities, mutual funds, ETFs, and alternative investments as appropriate, employing third-party tools like Riskalyze to assess client risk tolerance and following a bucket strategy for retirement income planning.
David H
CFP®, Series 66
Granite Bay, CA
Kerux, LLC
David Hicks is a Certified Financial Planner® with seven years of industry experience. He is affiliated with Kerux, LLC and has prior experience at Abound Financial, LPL Financial, WCG Wealth Advisors, and Fidelity Investments. Before his financial services career, he worked for over a decade with the Western Placer Unified School District. Kerux, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, trusts, retirement plans, and institutional clients. The firm utilizes a variety of investment vehicles and employs tools such as Riskalyze to assess client risk tolerance, while maintaining a close operational relationship with LPL Financial.
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