Keith Krause, financial advisor Woodsboro MD
93 score

Keith Krause

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Keith E. Krause
By the Numbers
  • Total Assets Under Management
    580
    MILLIONS
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $199,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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