CONNECT

Address:

2811 West Bay Drive
Belleair Bluffs, FL 33770

Phone:

727.586.5655 Toll Free 866.586.5655

Fax/Other:

727.586.5665

David Kruis

David Kruis

Wealth Advisor

EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE

Education

   1972 - Calvin College:  Bachelor of Arts in Business Administration

Licenses

   FINRA Exams:  Series 7 -   General Securities Representative

                             Series 63 - Uniform Securities Agent State Law Examination

                             Series 65 - Uniform Investment Advisor Law Examination

   Insurance:   2-15 License - Florida Life, Health & Variable Annuity Insurance

Business Background:

   04/2015 - Present ........Belleair Wealth Management, LLC.  Position: Investment Advsior       Representative

   08/2003 - 04/2015.........Palm Investment Strategies, LLC - d/b/a CrossPlan Money Management.  Position:  Investment Advisor Representative

   01/2003 - 03/2015..........American Wealth Management, Inc.  Position:  Registered Representative

   08/2000 - 02/2003..........Raymond James Financial Services, Inc.  Position:  Registered Representative

   06/1992 - 06/2000...........Prime Contractors, Inc.  Position:  President

   10/1990 - 04/1992............Fortune Bank.  Position:  Vice President

 

 

        

 

Phone 727-586-5655
Fax 727-586-5665
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck