Brian Peter Krause
Investment adviser representative at Cascade Financial Partners, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Brian Peter Krause? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cascade Financial Partners, LLCAug 2023 to now
- Creative PlanningJun 2016 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cascade Financial Partners, LLC
$1.4BAssets managed
283Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4469710
- Firm CRD
- 326620