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Phillip Michael Krause

Spire Wealth Management, LLC

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About Phillip Michael Krause

Phillip Michael Krause is a financial advisor who has been in the industry since September 2006. Phillip is currently registered with Spire Wealth Management, LLC and has a Series 66, Series 7 and SIE license. Phillip has previously been registered with Securities America, Inc., Invest Financial Corporation, Raymond James Financial Services, Inc., and Ameriprise Financial Services, Inc.. Phillip specializes in providing financial planning, retirement planning, and estate planning services to individuals and businesses. Phillip is a member of Gerson Lehrman Group, a consulting firm that provides subject matter expertise.

Firm Information

Phillip Krause is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Phillip Krause’s Registration & Firm History

FL

01/01/2025 - Present

Spire Wealth Management, LLC (Fort Lauderdale FL)

FL

11/10/2016 - 01/09/2018

SECURITIES AMERICA, INC. (FORT LAUDERDALE FL)

FL

02/27/2009 - 11/15/2016

INVEST FINANCIAL CORPORATION (FORT LAUDERDALE FL)

FL

08/29/2008 - 03/02/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTON FL)

FL

09/11/2006 - 09/03/2008

AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)

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Licenses & Designations

BOTH

Issued 09/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Phillip Michael Krause. Review regulatory record here.
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