Primerica Advisors
42yrs
Top advisor by experience in Oakdale
9yrs
Daniel Krause
Financial advisor at Verity Asset Management
Daniel Krause has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Oakdale, California. Daniel has been with Verity Asset Management since 2018; before that, Daniel spent less than a year at Encompass More. Verity Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 16 advisors with offices in Oakdale, and one of 15 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?More experience than 50% of advisors in Oakdale
Office213 S Sierra Ave, Oakdale, CA 95361
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$145,771
Advisors at the firm53
States licensed ?1 state
Services through Verity Asset Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2018 – Nov 2018Encompass More LLCPreviously
- 2018 – nowVerity Asset ManagementCurrent firm
Contact Daniel
213 S Sierra AveOakdale, CA 95361Office · Get directions Firm main line(919) 490-6717Headquarters: Verity Asset Management · Durham, NC Firm websitewww.verityinvest.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Verity Asset Management at (919) 490-6717 and ask for Daniel Krause. Daniel works from the Oakdale, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 9 years. More experience than 50% of advisors in Oakdale.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Verity Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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