Charles Barkmeier (CRD# 7185795) is an Investment Advisor Representative working at Gainline Financial Partners, LLC in Louisville, CO and has over 4 years of experience in the finance industry. Charles Barkmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 |
| Pks Investments | Albany, NY | Jun 2023 - Current | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Boulder, CO | Oct 2019 - Jun 2023 | 3 |
| Keycorp | Cleveland, OH | Jul 2015 - Oct 2019 | 4 |
| University Of Colorado At Boulder | Boulder, CO | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- CA
- CO
- FL
- IL
- TX
-
Total Assets Under Management221MILLIONS
-
Total Number of Accounts662ACCOUNTS
-
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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