Advisors at this firm
Ryan S
Series 66
Jackson, CA
APS Investment Management Group
Ryan Shortridge is a financial advisor with APS Investment Management Group, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2012 and has been associated with APS Associates since 2010. Shortridge also spends part of his time selling non-variable insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships supported by two advisors.
Kevin K
Series 63, Series 66
Jackson, CA
APS Investment Management Group
Kevin Kraft is a financial advisor with APS Investment Management Group and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at LPL Financial and 16 years with APS Associates. Outside of his advisory work, he is involved in fixed insurance products such as term, universal, whole life, disability income, and long-term care insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships, utilizing a combination of fundamental and technical analysis with accounts reviewed at least quarterly.