Mark Kraus, CLU®, ChFC®, CASL™

Mark Kraus, CLU®, ChFC®, CASL™

Financial Advisor
Registered Representative

Florida Office
50 Leanni Way, #C-4
Palm Coast, FL 32137

Phone: (386)597-2856 ext. 12
Fax: (386)597-2854
E-mail:

 

 

Mark is a consummate professional with over fifteen years of experience in the complex and ever-changing financial services industry. He is a valuable resource for business owners, corporate executives and individuals seeking to accumulate, manage and help protect their assets. 

Mark is committed to providing unparalleled service and expertise and holds himself to the highest standards of integrity and ethics. Focusing on Retirement and Executive Benefit Planning, Investment Strategies, Estate Conservation Strategies, Business Succession and Exit Strategies and Charitable Giving and Legacy Planning, he is dedicated to building long-term relationships with his clients in helping them to attain their financial goals and objectives.

Mark received a Bachelor of Science degree in Business from the University of Missouri and is one of a select group to have earned the highly coveted, Chartered Life Underwriter  (CLU®), Chartered Financial Consultant (ChFC®) and Chartered Advisor for Senior Living (CASL®) designations from the American College, the insurance and financial service industry's oldest and largest fully accredited institution of higher learning. 

Mark and his wife, Dorri, are active in the community and have served on numerous boards. Mark is a member of the Estate Planning Council of Northeast Florida and an avid bike rider who has ridden in seven, 100-mile bikes rides raising money for charities such as the Midwest Athletes Against Childhood Cancer and Scleroderma Research Foundations.

 

 

 

Mark Kraus is a registered representative of New England Securities. Securities and investment advisory services offered through New England Securities Corp. (NES), a broker-dealer (Member FINRA/SIPC) and a Registered Investment Adviser. Branch address: 4190 Belfort Road, Suite 300, Jacksonville, FL 32216. Innovative Financial Solutions PC, Inc. and NES are not affiliated entities.

 I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.