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Vanessa Renee Kraus

Investment adviser representative at Keel Point, LLC
11 yearsExperience
1 stateRegistered in
$4.1BFirm assets
23 yearsFirm in business

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How the firm charges

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

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Keel Point, LLCOct 2020 to now
  2. Mbsc Securities CorporationJan 2019 to now
  3. BNY MellonJan 2017 to now
  4. Pruco Securities, LLCOct 2016 to Jan 2017
  5. US Fitness HoldingMar 2016 to Feb 2017
  6. Peterson RenovationsOct 2015 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019

State registrations

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

Keel Point, LLC

$4.1BAssets managed
1,613Clients
49Advisers
23 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
6722333
Firm CRD
127902
Advisor's SEC record (opens in a new tab)
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