Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Krause is a financial advisor with over 15 years of experience in the financial services industry. Barbara is currently registered with Hightower Advisors, LLC in Denver, Colorado. Barbara previously worked at Charles Schwab & Co., Inc. and 1st Global Capital Corp. Barbara holds a Series 65 and Series 66 license and is a Certified Financial Planner. Barbara specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CO
09/30/2021 - Present
Hightower Advisors, LLC (Denver CO)
CO
05/07/2010 - 04/17/2015
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
TX
01/07/2008 - 04/19/2010
1ST GLOBAL CAPITAL CORP. (RICHMOND TX)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Barbara Krause is the right advisor for you? Invested Better is here to help.
