# TRACI LYNN KAAS

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SHELTER WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/170655) | 2025-10-15 | present | Yes |
| [DEVON INVESTMENT ADVISORY](https://search.stillhousedata.com/firm/300425) | 2025-02-01 | 2025-11-02 | — |
| [LAKE AVENUE FINANCIAL LLC](https://search.stillhousedata.com/firm/315746) | 2024-01-04 | present | Yes |
| [PROBITAS FINANCIAL](https://search.stillhousedata.com/firm/143819) | 2018-09-18 | present | Yes |
| [COOPER FINANCIAL GROUP](https://search.stillhousedata.com/firm/111458) | 2017-02-07 | present | Yes |
| [SHELTER WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/170655) | 2016-07-20 | 2025-02-09 | — |
| [SHELTER WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/170655) | 2015-11-30 | 2015-12-04 | — |
| [PROBITAS FINANCIAL](https://search.stillhousedata.com/firm/143819) | 2014-01-10 | 2017-05-12 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2011-05-13 | 2014-01-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5640507)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5640507.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.