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Scott Krase

Scott
Krase

CrossPoint Wealth

CRD#3043497
Investment Advisor
in Lisle, IL

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About this Advisor

Scott Krase is the founder and president of CrossPoint Wealth, a independent, fee-only firm based in Lisle, Illinois. Prior to founding his firm in 2016, Krase spent 18 years training and educating financial advisors on how to create portfolios. He taught advisors about financial products like mutual funds, ETFs and annuities through seminars and dinner meetings. He then decided to shift to working with investors because he believed investment management could be done better and because he wanted to spend more time with his family. In addition to running his firm, Krase also has a blog, Common Financial Sense, that has been featured in outlets like Fox Business, ETF Trends and Nasdaq. Krase is a certified ETF advisor (CETF) and holds Series 6 and Series 63 licenses.

Krase offers investment planning and wealth management to his clients, who he communicates with 10 to 12 times a year. He specializes in serving high-net-worth individuals, families and business owners. Krase prefers his clients to have at least $125,000 in investable assets to open or maintain an account with him. He charges his clients 1% to 1.5% on investable assets like IRAs, 401(k) rollovers, Roth IRAs and inheritance, as well as non-qualified planning strategies.

Krase says that his firm, which offers investment advisory services through the SEC-registered registered investment advisor Global Financial Private Capital, LLC, uses a holistic approach to investment management and retirement planning. The firm offers financial guidance based strictly on clients’ needs, values, objectives and goals, and manages risk through risk-based models. According to Krase, the most common investing mistake he sees is investors making emotionally charged decisions.

Certifications and Registrations

CETF, Series 6, Series 63

Years of Experience

25

Services Offered

Investment Planning, Wealth Management

Fee Structure

Flat fee

Fiduciary

Yes

Disclosures

0

Office Location

3333 Warrenville Road, Suite 200
Lisle, IL

Phone Number

(630) 799-8350

Advisor Certifications and Licenses

CETF

Series 6

Series 63

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Investment Advisory Services

  • Investment Planning
  • Wealth Management

Scott Krase Work History

Scott has 25 years of experience.

2016 - Present (2 years)

CrossPoint Wealth

2016 - 2016 (1 year)

Edward Jones

2013 - 2015 (2 years)

Keeley Asset Management

2001 - 2013 (12 years)

ProFund Advisors LLC

1999 - 2001 (2 years)

Strong Capital Management

1997 - 1999 (2 years)

Scudder Kemper Investments

Disclosures

Scott has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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