Ross Krause
Certified Financial Planner at LPL Financial
- Role
- Certified Financial Planner at LPL Financial
- Location
- Glenview, IL, US
- LinkedIn followers
- 500 followers
About Ross Krause
As a wealth advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.I was born and raised in Wilmette and have always felt a deep connection with the local community and the city of Chicago. I am a member of the Evanston Chamber of Commerce, Evanston Kiwanis Club, Wilmette Rotary Club, and Lincoln Square LeTip group. These wonderful organizations allow me to serve my clients and community on a deeper level.Before joining the financial services industry, I worked as an accountant in the Boston area, where I attended graduate school. I earned a dual master\'s degree in business administration and accounting from Northeastern University and a bachelor\'s degree in anthropology from Franklin and Marshall College in Lancaster, PA.There\'s nothing more important to me than understanding what\'s important to you. Whether you are an experienced investor or are just starting the planning process, I strive to see the big picture outside of my four walls.I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Experience
Certified Financial Planner
Aug 2020 — Present
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Northeastern University
Master of Business Administration - MBA, Accounting and Business/Management
2011 — 2012
Northeastern University
MSA/MBA, Accounting and Business/Management
2011 — 2012
Franklin & Marshall College
Bachelor of Arts (B.A.), Anthropology
2007 — 2011
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