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