AdFi
BP

Brian Peter Krause

Investment Adviser Representative at CASCADE FINANCIAL PARTNERS, LLC

San Diego, CACRD #4469710Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Peter Krause has worked in the securities industry since 2002. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/24/2002
Series 7
General Securities Representative Examination
Passed 12/20/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0000.95%
Next $1,000,0000.80%
Next $3,000,0000.70%
Next $5,000,0000.50%
Above $10,000,0000.40%
Source

Cascade Financial Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CASCADE FINANCIAL PARTNERS, LLCCurrent
8/25/2023San Diego, CA
CREATIVE PLANNING
6/1/20168/28/2023San Diego, CA
GUPTA WEALTH MANAGEMENT, LLC
10/4/20138/29/2017San Diego, CA
UBS FINANCIAL SERVICES INC.
8/27/200810/15/2013La Jolla, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
11/13/20028/28/2008San Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CASCADE FINANCIAL PARTNERS, LLC

6 other advisors in the directory

View CASCADE FINANCIAL PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Peter Krause has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brian Peter Krause - Financial Advisor in San Diego, CA | AdvisorFinder