A complete list of active advisors currently associated with Daniel Krug & Associates

Warmer can help you find a great advisor at Daniel Krug & Associates or one who fits your needs even better.

Daniel Krug & Associates serves individual and high‑net‑worth clients with investment management, ongoing financial planning, and insurance product recommendations, including variable and fixed indexed annuities. The firm delivers investment management through the AssetMark wrap‑fee platform and provides impersonal educational materials such as periodic newsletters and seminars to clients and prospects. The firm’s investment approach uses third‑party model portfolios and selected sub‑advisers on the AssetMark platform, with Daniel Krug & Associates retaining discretionary authority to select and monitor those sub‑advisers and to recommend changes. Advisors gather client data through an account aggregator, conduct annual reviews, and rely on a mix of analytical methods (fundamental, technical, cyclical, and modern portfolio theory) rather than performing in‑house quantitative security‑level analysis. What is distinctive for a firm of this size is that it is also licensed as an insurance agency, so investment adviser representatives may recommend and sell insurance and annuity products (using IMOs such as Advisors Excel) while disclosing and attempting to manage the resulting conflicts of interest. The firm’s participation in a sponsored wrap program, its ongoing educational seminars and newsletters, and the provision of a complimentary personal tax‑preparation voucher for select high‑net‑worth wrap clients are services noted in the brochure that are less common among peers.

To learn more about the advisors currently working at Daniel Krug & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.