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 25 years of experience in the finance industry.
Oxford Planning Group, LLC
Commonwealth Financial Network
Lpl Financial LLC
|Infinex Investments, Inc.||Meriden, CT||Jul 2014 - Current||2|
|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 Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- 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, VT, WA, WI, WV
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