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Terra Marie Eash

DAUS FINANCIAL SERVICES, LLC·KALAMAZOO, Michigan
Clean recordDAUS FINANCIAL SERVICES, LLC
487 SOUTH DRAKE ROAD, KALAMAZOO, MI 49009CRD# 6906720Firm CRD# 323054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terra Marie Eash · KALAMAZOO, MI
Registration
CRD #6906720 · DAUS FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terra Marie Eash is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with DAUS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DAUS FINANCIAL SERVICES, LLC
DAUS FINANCIAL GROUP, LLC
AUM
$154M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6906720
Firm CRD# 323054
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terra Marie Eash offer?
Terra Marie Eash specializes in Financial Planning, Investment Management. Contact their office in KALAMAZOO, Michigan for a consultation.
What are Terra Marie Eash's credentials?
Terra Marie Eash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terra Marie Eash located?
Terra Marie Eash 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 Terra Marie Eash charge for services?
Terra Marie Eash'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.
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