John Barkmeier (CRD# 2995468) is an Investment Advisor Representative working at Gainline Financial Partners, LLC in Louisville, CO and has over 26 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gainline Financial Partners, LLC | Louisville, CO | Jun 2023 - Current | < 1 |
| Wells Fargo Advisors Financial Advisors, LLC | Boulder, CO | Apr 2016 - Jun 2023 | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Apr 2016 | 1 |
| Morgan Stanley Smith Barney | Boulder, CO | Jun 2009 - Apr 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management221MILLIONS
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Total Number of Accounts662ACCOUNTS
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Average Account Value$333,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, TX
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