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Daniel Krause

8 Years of Experience
BrokerSells Insurance

Daniel Krause is a registered investment advisor, based in Oakdale, CA, with 8 years of industry experience.

Location

213 S Sierra Ave, Oakdale, CA, 95361-4013

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an insurance agent with Teacher's Pension & Insurance since 2014, spending about half his time on insurance activities. He is also involved in various other businesses, including Verity Asset Management, Teacher's Property Insurance Services, Public Solar LLC, Krause Financial & Insurance Services, and TPX Advisors.

Employment History
Current Registrations
The Leaders Group, INC.
November 2025 - Present · 5 mos
The Leaders Group, INC.Broker
November 2025 - Present · 5 mos
Verity Asset Management
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Verity Investments, INC.Broker
November 2018 - November 2025 · 7 yrs
Encompass More LLC
August 2018 - November 2018 · 3 mos
State Registrations6 states
AZCAFLIDNVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Krause - Financial Advisor | TrueAdvisor