AdvisorOS Directory
Claim Profile
Unclaimed Profile
RD

Ryan Michael Daus

DAUS FINANCIAL SERVICES, LLC·KALAMAZOO, Michigan
SIE, Series 6, Series 7TO, Series 63CFPChFCClean record16 years registeredDAUS FINANCIAL SERVICES, LLC
487 SOUTH DRAKE ROAD, KALAMAZOO, MI 49009CRD# 4578850Firm CRD# 323054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Michael Daus · KALAMAZOO, MI
Registration
CRD #4578850 · DAUS FINANCIAL SERVICES, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

DAUS FINANCIAL GROUP, LLC
Apr 2023 – present
EAGLE STRATEGIES LLC
May 2010 – May 2023
KALAMAZOO, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Registration record
First registered · May 28, 2010
Years registered · 16
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAUS FINANCIAL SERVICES, LLC
CRD 323054 · SEC 801-127526
AUM
$154M
Regulatory assets under management
Employees
6
662 client accounts
Services offered by DAUS FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DAUS FINANCIAL SERVICES, LLC →
Introduction

Speak with Ryan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ryan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KALAMAZOO?

Browse all registered financial advisors in KALAMAZOO, Michigan or claim this profile if it's yours.

Browse KALAMAZOO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Ryan Michael Daus offer?
Ryan Michael Daus specializes in Financial Planning, Investment Management. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Ryan Michael Daus's credentials?
Ryan Michael Daus holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ryan Michael Daus located?
Ryan Michael Daus is based in KALAMAZOO, Michigan, working with DAUS FINANCIAL SERVICES, LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does Ryan Michael Daus charge for services?
Ryan Michael Daus's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAUS FINANCIAL SERVICES, LLC?
DAUS FINANCIAL SERVICES, LLC has approximately 6 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in KALAMAZOO, Michigan

Michael Lewis Mueller
ARCADIA INVESTMENT MANAGEMENT CORP·KALAMAZOO, MI
Charles Dwight Wattles
LONG ROAD INVESTMENT COUNSEL, LLC·KALAMAZOO, MI
John David Schoolman
TRUNORTH CAPITAL MANAGEMENT, L.L.C.·KALAMAZOO, MI
Robert William Huiskamp
N.V.N.G. INVESTMENTS, INC.·KALAMAZOO, MI
Cory Dale Wietfeldt
CWS FINANCIAL ADVISORS LLC·KALAMAZOO, MI
CFP
James Edward Gasaway
GASAWAY INVESTMENT ADVISORS, INC.·KALAMAZOO, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile