RIA · CRD 323054SEC-Registered

Updated:

DAUS FINANCIAL GROUP, LLC

Daus Financial Group is a full service fiduciary financial planning practice focused on disciplined planning, tax-efficient strategies, and intentional...

DAUS FINANCIAL GROUP, LLC

Daus Financial Group is a full service fiduciary financial planning practice focused on disciplined planning, tax-efficient strategies, and intentional decision-making. As an independent firm, it offers unbiased guidance without proprietary products or corporate mandates. Services include comprehensive financial planning, year-round tax mitigation, and transition to retirement planning, with an emphasis on personal, human service rather than automation.

General information

Firm type

RIA

Year founded

2002

Location

City

Kalamazoo

Principals

Ryan Daus

CFP®, CHFC®, CLU® — Certified Financial Planner®, Founder & Principal

Trenden Peacock

CFP®, CHFC® — Certified Financial Planner®, Financial Advisor

Brendan Sanchez — Financial Advisor

Justin Gregory — Director of Operations

Grace Colegrove — Investment Operations

Terra Loew — Chief Compliance Officer & Data Manager

Taylor Gerschick — Operations Specialist

Autumn Hewitt — Client Relations Manager

Frequently asked questions

Who runs DAUS FINANCIAL GROUP, LLC?

No named principals or key personnel are publicly available for DAUS FINANCIAL GROUP, LLC. The firm does not have a website, LinkedIn profile, or other public listing that identifies its leadership. All investment and operational decisions are not attributable to any individual in public records.

Where is DAUS FINANCIAL GROUP, LLC located?

DAUS FINANCIAL GROUP, LLC is registered in the United States. Its specific city or state of operations has not been publicly identified. The firm does not list an address in any available source.

What is the size of DAUS FINANCIAL GROUP, LLC's assets under management?

DAUS FINANCIAL GROUP, LLC does not disclose its assets under management. No public filings or reports provide an AUM figure or estimate. The firm's scale is classified as undisclosed.

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