Paul Krause, financial advisor San Diego CA
90 score

Paul Krause

CRD Number: 6160659
Current Firm: Krause Wealth Management, LLC

Paul Krause (CRD# 6160659) is an Investment Advisor Representative working at Krause Wealth Management, LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Krause Wealth Management, LLC San Diego, CA Mar 2017 - Current 1
Krause Wealth Management, LLC San Diego, CA May 2016 - Current 2
Author And Speaker San Diego, CA Jun 2010 - Current 7
Tcfg Wealth Management, LLC Laguna Niguel, CA Jun 2016 - Mar 2017 < 1
Northwestern Mutual Investment Services, LLC San Diego, CA Feb 2013 - May 2016 3
Realitea San Diego, CA May 2011 - Nov 2013 2
Everyday Church And Called Out Ministries San Diego, CA Nov 2009 - Jun 2013 3
La Jolla Christian Fellowship San Diego, CA Aug 2010 - Oct 2010 < 1
Point Loma Nazarene University San Diego, CA May 2006 - Oct 2010 4
Santa Ana First Church Of The Nazarene Santa Ana, CA Aug 2008 - May 2009 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Paul T. Krause
Phone Number: 858-367-0012
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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