Kraig Kobert, financial advisor Jackson WY

Kraig Kobert

CRD Number: 1796254
Current Firm: Avantax Advisory Services

Kraig Kobert (CRD# 1796254) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, WY and has over 36 years of experience in the finance industry. Kraig Kobert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kobert's Consulting LLC Jackson, WY Jan 2019 - Current 5
Kobert's Consulting LLC Jackson, WY Jan 2019 - Current 5
Avantax Advisory Services Jackson, WY Mar 1998 - Current 26
Kraig Kobert, Cpa, P.c. Jackson, WY Nov 1992 - Current 31
Avantax Investment Services, Inc. Jackson, WY Jan 1988 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
Contact Info for Kraig A. Kobert
Phone Number: 972-870-6000
Registered State(s):
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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