Paul Krause, financial advisor San Diego CA
90 score

Paul Krause

CRD Number: 6160659
Current Firm: Tcfg Investment Advisors, LLC

Paul Krause (CRD# 6160659) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Insurance Solutions, LLC Laguna Niguel, CA May 2016 - Current < 1
Tcfg Wealth Management, LLC Laguna Niguel, CA May 2016 - Current < 1
Tcfg Investment Advisors, LLC Laguna Niguel, CA May 2016 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2013 - Current 3
Northwestern Mutual Investment Services, LLC San Diego, CA Feb 2013 - Current 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2013 - Current 3
In The City Travel San Diego, CA Dec 2011 - Current 5
Writer San Diego, CA Jun 2010 - Current 6
Northwestern Mutual Investment Services, LLC San Diego, CA Apr 2014 - Mar 2016 1
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 Aug 2006 - Aug 2010 4
Santa Ana First Church Of The Nazarene Santa Ana, CA Aug 2008 - May 2009 < 1
Island Prime San Diego, CA May 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Paul T. Krause
Phone Number: 949-365-5830
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    814
    ACCOUNTS
  • Average Account Value
    $246,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NJ, NV, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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