Skip to content

Herbert N Kraus

Investment adviser representative at Teamwork Financial Advisors, LLC
21 yearsExperience
1 stateRegistered in
$1BFirm assets
7 yearsFirm in business

Are you Herbert N Kraus? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Teamwork Financial Advisors, LLCJan 2017 to now
  2. Bert Kraus CpaJan 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (TX).

Teamwork Financial Advisors, LLC

$1BAssets managed
2,485Clients
11Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5813244
Firm CRD
165237
Advisor's SEC record (opens in a new tab)
CallContact this firm