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Anita D. Kraus
Anita D. Kraus
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
111 S. Pfingsten Road
Suite 200
Deerfield, IL 60015
tel: 847-480-5430
toll free: 800-543-3623
fax: 847-498-1546
Email Me
Welcome Associations Education Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Director, Greater North Shore Estate and Financial Planning Council
  • Member, Chicago Estate Planning Council
  • Member, Northwest Suburban Estate Planning Council
  • Supporting Member
    National Association of Women Business Owners (NAWBO)
  • Member, Professional Women's Club of Chicago
  • Member, North Shore Professional Women's Association
  • Member, Deerfield Bannockburn Riverwoods Chamber of Commerce
  • Member, Buffalo Grove Chamber of Commerce
  • Member, Chicago Bar Association
Education and Licensing
  • J.D. (with Honors)
    IIT - Chicago Kent College of Law
    Chicago, IL
  • B.S. - Business Administration / Finance
    Roosevelt University
    Chicago, IL
  • Northwestern University, School of Continuing Studies
    Accelerated Financial Planning Program
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Illinois Life Insurance License
  • Illinois Long Term Care License
  • CERTIFIED FINANCIAL PLANNER™
Business Experience
  • 2000 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Deerfield, IL
  • 1998 - 2000: Bank One
    First Vice President
    Investment Management Group
    Chicago, IL
  • 1995 - 1998: The First National Bank of Chicago
    First Vice President
    Private Banking and Investments
    Evanston, IL
  • 1987 - 1995: NBD Bank, N.A.
    Vice President
    Trust and Investment Management Division
    Evanston, IL
  • 1992 - 2002: John Marshall Law School
    Adjunct Professor
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • The Global Investment Committee meets regularly to discuss changing global market conditions and the impact on asset allocation recommendations provided to clients.
Anita D. Kraus is licensed in the following state(s): CA, DC, FL, HI, IA, IL, IN, MN, NY, OH, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Nine Signposts for 2009 (pdf)

Smith Barney Advisor (pdf)

Consulting Group: Financial Planning for the 21st Century (pdf)
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