KRUSE FINANCIAL STRATEGY

Overview

Kruse Financial Strategy is a sole-proprietor advisory practice focused on fee-for-service financial planning rather than asset management. The firm is structured as an individual-owned entity and is classified as unclassified in available records. Its advisory activity centers on delivering financial planning services under an hourly or fixed-fee model, not on running pooled investment programs or acting as a capital allocator. Investment activity appears modest and conservative by design: core exposures are handled through mutual funds, while the firm also allocates to alternative exposures—specifically real estate and commodities—to complement traditional holdings. Kruse Financial Strategy is not flagged as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices