Keith KrauseCRD Number: 1928627
Current Firm: Infinex Investments, Inc.
Keith Krause (CRD# 1928627) is an Investment Advisor Representative working at Infinex Investments, Inc. in Woodsboro, MD and has over 26 years of experience in the finance industry.
Oxford Planning Group, LLC
Commonwealth Financial Network
Magpie Consulting LLC
|Infinex Investments, Inc.||Meriden, CT||Jul 2014 - Current||3|
|Swbc Investment Services LLC||San Antonio, TX||Dec 2012 - Jun 2014||1|
|Self-employed Insurance Agent||Frederick, MD||Mar 2012 - Dec 2012||< 1|
|National Life||Hunt Valley, MD||Nov 2011 - Feb 2012||< 1|
|Equity Services, Inc.||Hunt Valley, MD||Nov 2011 - Feb 2012||< 1|
|Eagle Strategies LLC||Timonium, MD||Jun 2011 - Nov 2011||< 1|
|Nylife Securities LLC||Towson, MD||Dec 2009 - Nov 2011||1|
|New York Life Insurance Company||Towson, MD||Oct 2009 - Nov 2011||2|
|Banc Of America Investment Services, Inc.||Frederick, MD||Nov 2007 - Oct 2009||1|
|Banc Of America Insurance Services, Inc.||Frederick, MD||Nov 2007 - Oct 2009||1|
|M&t Securities||Hagerstown, MD||Jul 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management850MILLIONS
Total Number of Accounts4,472ACCOUNTS
Average Account Value$190,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.