TRACI LYNN KAAS is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with COOPER FINANCIAL GROUP, PROBITAS FINANCIAL, LAKE AVENUE FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHELTER WEALTH STRATEGIES, LLC | 2025-10-15 | present | Yes |
| DEVON INVESTMENT ADVISORY | 2025-02-01 | 2025-11-02 | — |
| LAKE AVENUE FINANCIAL LLC | 2024-01-04 | present | Yes |
| PROBITAS FINANCIAL | 2018-09-18 | present | Yes |
| COOPER FINANCIAL GROUP | 2017-02-07 | present | Yes |
| SHELTER WEALTH STRATEGIES, LLC | 2016-07-20 | 2025-02-09 | — |
| SHELTER WEALTH STRATEGIES, LLC | 2015-11-30 | 2015-12-04 | — |
| PROBITAS FINANCIAL | 2014-01-10 | 2017-05-12 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2011-05-13 | 2014-01-23 | — |