Sara Lynn Krause
|Firm joining||Creative Planning|
|Firm leaving||Waddell & Reed|
|Adviser(s) location||Leawood, KS|
|Date||May 17, 2016|
Latest Moves to Creative Planning
|Jennifer Leigh Calvi||May 17, 2016|
|Bradley Moore Johnston||May 17, 2016|
|Andrew Lee Gryszowka||May 17, 2016|
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Firms Losing Advisers
- • Securities America, Inc.
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Morgan Stanley
- • Wells Fargo Clearing Services, LLC
Firms Gaining Advisers
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Cambridge Investment Research, Inc.
- • Ameriprise Financial Services, Inc.