David Kruis has been an investment adviser representative at Belleair Wealth Management since April 2015, and is not listed among the firm’s executive officers or direct owners. David Kruis holds a Bachelor of Arts in Business Administration from Calvin University.
Belleair Wealth Management, LLC is a Belleair Bluffs, FL firm with $111M under management, 150 clients and 5 advisers across 2 offices, as of its March 2026 filing.
David Kruis is Wealth Advisor of Belleair Wealth Management, LLC, based in Belleair Bluffs, Florida. He has been a Wealth Advisor with the firm since 2015. He has worked in the financial services industry for several decades and has held positions with Palm Investment Strategies, American Wealth Management, and Raymond James Financial Services.
David Kruis’ longest registration is the current one, 11 years at Belleair Wealth Management since 2015. Before joining Belleair Wealth Management in 2015, David Kruis was registered through Crossplan Money Management and Raymond James Financial Services.
- – present · 11 yearsBelleair Bluffs, FL · Adviser representative · Firm CRD 131666
- Crossplan Money Management– · 10 yearsSeminole, FL · Adviser representative · Firm CRD 129489
- Raymond James Financial Services– · 2 yearsSeminole, FL · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
David Kruis is registered as an investment adviser representative in Florida, since April 2015.
- FloridaSince 28 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 2016 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 October 2006 |
| Series 7 | General Securities Representative Examination | 5 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- David John Kruis
- CRD
- 4274984
- Firm
- Belleair Wealth Management · CRD 131666
- Office
- 2811 WEST BAY DRIVE, Belleair Bluffs, FL 33770
- Registration
- Investment adviser registration
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- belleairwealthmanagement.com
Where does David Kruis work?
David Kruis is an investment adviser representative registered through Belleair Wealth Management, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is David Kruis a financial advisor?
Yes. David Kruis has a current investment-adviser registration in Florida, through Belleair Wealth Management since April 2015.
How many years of experience does David Kruis have?
David Kruis has 25 years in the financial industry, since December 2000, across 3 adviser firms.
What exams has David Kruis passed?
David Kruis has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in December 2000. FINRA credited David Kruis with the SIE, which began in October 2018.
Where did David Kruis work before Belleair Wealth Management?
Before Belleair Wealth Management, David Kruis was registered through Raymond James Financial Services, December 2000 to January 2003.
Where is David Kruis based?
David Kruis’ registered office is in Belleair Bluffs, FL.
Is David Kruis registered with FINRA?
No. David Kruis has no current broker registration.
How can I verify David Kruis’ record?
Search CRD 4274984 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Kruis’ full registration record.
