TL
Traci Lynn Kaas
CRD 5640507
Firms
| Firm | Role | As of |
|---|---|---|
| Cooper Financial Group | Registered representative | 07/20/2026 |
| Probitas Financial | Registered representative | 07/20/2026 |
| Shelter Wealth Strategies, Llc | Registered representative | 07/20/2026 |
| Lake Avenue Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗