Brian Peter Krause
Investment Adviser Representative at Cascade Financial Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Peter Krause is an investment adviser representative with Cascade Financial Partners, LLC in San Diego, CA, where they have been registered since 2023. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Creative Planning and Gupta Wealth Management, LLC. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Creative PlanningJun 2016 – Aug 2023Overland Park, KS
- Cascade Financial Partners, LLCAug 2023 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cascade Financial Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- First $1,000,0000.95%
- Next $1,000,0000.80%
- Next $3,000,0000.70%
- Next $5,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning (including personal CFO support, estate planning, college and retirement planning, tax-smart strategies, and cash flow planning) and investment management (including tax-efficient portfolio design, diversified low-cost portfolios, private market access, tax-loss harvesting, asset location optimization, and tactical rebalancing).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Diego, CA
- SEC file number:
- 801-128042
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Cascade Financial Partners, LLC
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
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.
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