Daniel Krug has been Chief Executive Officer of Daniel Krug & Associates since March 2004, is a control person of the firm and directly owns 75% or more of it.
Daniel Krug & Associates, Inc. is a Clarkston, MI firm with $145M under management, 192 clients and 2 advisers in one office, as of its March 2026 filing.
Daniel M. Krug is CEO of Daniel Krug & Associates, based in Clarkston, Michigan. He is the founder, Wealth Manager and Investment Advisor Representative of the firm, with decades of experience in the financial industry. He was one of three co-founders of the CKS Summit Group.
Daniel Krug’s longest registration is the current one, 7 years at Daniel Krug & Associates since 2019. Before joining Daniel Krug & Associates in 2019, Daniel Krug was registered through Global Financial Private Capital, Inc. and SPC.
- Daniel Krug & AssociatesCurrent– present · 7 yearsClarkston, MI · Adviser representative · Firm CRD 298532
- Global Financial Private Capital, Inc.– · 6 yearsClarkston, MI · Adviser representative · Firm CRD 132070
- SPC– · 2 yearsClarkston, MI · Adviser representative · Firm CRD 110692
Investment adviser representative registrations
Daniel Krug is registered as an investment adviser representative in 3 states. The first approvals date from January 2019; the most recent is Florida, in July 2019.
- FloridaSince 3 July 2019
- MichiganSince 9 January 2019
- TexasSince 15 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 April 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Martin Krug
- CRD
- 5482435
- Firm
- Daniel Krug & Associates · CRD 298532
- Role
- Chief Executive Officer
- Office
- 8040 ORTONVILLE RD, SUITE D, Clarkston, MI 48348
- Registration
- Investment adviser registration
- In the industry since
- April 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mydkna.com
Where does Daniel Krug work?
Daniel Krug has been Chief Executive Officer of Daniel Krug & Associates, Inc. since March 2004, and is a control person of the firm.
Is Daniel Krug a financial advisor?
Yes. Daniel Krug has a current investment-adviser registration in Florida, Michigan and Texas, through Daniel Krug & Associates since January 2019.
How many years of experience does Daniel Krug have?
Daniel Krug has 18 years in the financial industry, since April 2008, across 3 adviser firms.
What exams has Daniel Krug passed?
Daniel Krug has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2008. FINRA credited Daniel Krug with the SIE, which began in October 2018.
Where did Daniel Krug work before Daniel Krug & Associates?
Before Daniel Krug & Associates, Daniel Krug was registered through SPC, April 2010 to March 2013.
Where is Daniel Krug based?
Daniel Krug’s registered office is in Clarkston, MI.
Is Daniel Krug registered with FINRA?
No. Daniel Krug has no current broker registration.
How can I verify Daniel Krug’s record?
Search CRD 5482435 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Krug’s full registration record.