Merrill Lynch Financial Advisor David N Krake

"David has been our financial advisor for over 10 years. In all that time, David has always kept us financially safe in good and bad times. He is very professional in all aspects of retirement planning and assistance. It is nice to have a person like David when it comes to having financial security."

"I’m so thankful to have been so fortunate to have found David! He has been my financial advisor since 2017. When I retired, I transferred my entire 401K over to David. Since then he has always taken great care of me, through highs and lows. During the lows I don’t fret much because I feel secure in knowing that David is keeping my retirement safe. During our annual review, we always take time to talk about my goals, concerns, family and life in general. I’ve been curious on having my own personal portfolio and David signed me up for a ML Edge account. His crew are also very kind, knowledgeable and helpful! A great team!"

"David Krake has been my financial advisor since 2006, when I took early retirement. At that time, David was just starting his career at ML but I decided to entrust him with my 401k funds. He helped me grow my funds over the years and am now enjoying retirement with peace of mind and financial stability. I have maintained a very good personal relationship with David. During the annual review process, we first exchange talks about family, travels, and other personal experiences before discussing funds performance. I have been very satisfied with having David as my financial advisor for the past 16 years."

"My relationship with ML and David began around 2008, when I gave him control of a small portion of my retirement investments (a couple of IRAs). The goal was to see how he performed over several years, and judge whether to ultimately cede control of all my retirement assets, which I did upon retirement in 2017. He and ML have done very well, with David being a consistent and proactive presence. He is easy to engage, listens to my concerns and acts on them where appropriate. Highly recommend David."

"I have had David as my financial advisor for many years. At first I wasn't sure of ceding him control of my investments, as I had been managing them myself since I was 17. But I found that as I let David take more and more control of my portfolio, it has grown exponentially. A knowledgeable professional, David Krake expertly advises and manages my investments to my complete satisfaction."