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Brian Peter Krause

Cascade Financial Partners, LLC

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About Brian Peter Krause

Brian Krause is a financial advisor with over 20 years of experience in the industry. Brian is registered with Cascade Financial Partners, LLC and has a Series 7 and Series 66 license. Brian Krause's current registrations are with California and Texas. He previously held registrations with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and WFP Securities. Brian Krause has a Certified Financial Planner designation and works with individuals and high net worth individuals. Brian Krause is also the Secretary of F&S Endeavor LLC which invests in real estate, limited partnerships, private equity and other similar assets.

Firm Information

Brian Krause is currently registered with Cascade Financial Partners, LLC. Cascade Financial Partners, LLC is an investment advisor based in SAN DIEGO, CA. They provide portfolio management for individuals and selection of other advisors. The firm manages approximately $973,874,019 in assets, primarily for high-net-worth individuals and individuals other than high-net-worth.
Cascade Financial Partners, LLC

11975 EL CAMINO REAL

SAN DIEGO, CA 92130

$973.87M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Krause’s Registration & Firm History

CA

04/30/2024 - Present

Cascade Financial Partners, LLC (SAN DIEGO CA)

CA

08/27/2008 - 10/15/2013

UBS FINANCIAL SERVICES INC. (LA JOLLA CA)

CA

11/13/2002 - 08/28/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

CA

12/21/2001 - 09/20/2002

WFP SECURITIES (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Peter Krause.
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