Unclaimed Profile

Barbara Jean Krause

INVESTMENT SECURITY GROUP, INC.·DENVER, Colorado

SIE, Series 7, Series 65, Series 66CFPClean record20 years registeredINVESTMENT SECURITY GROUP, INC.

4601 DTC BLVD # 600, DENVER, CO 80237CRD# 5166134Firm CRD# 136568

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Jean Krause · DENVER, CO

Registration

CRD #5166134 · INVESTMENT SECURITY GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Sep 2021 – present

INVESTMENT SECURITY GROUP, INC.

Apr 2015 – Nov 2021

DENVER, CO

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jan 2012 – Apr 2015

LONE TREE, CO

CHARLES SCHWAB & CO., INC.

May 2010 – Dec 2011

LONE TREE, CO

JUNKER FINANCIAL ADVISORS, LLC

Feb 2008 – Apr 2010

RICHMOND, TX

1ST GLOBAL ADVISORS INC

Dec 2007 – Apr 2010

RICHMOND, TX

ROBERTS & FAILS, P.C.

Aug 2006 – Nov 2007

SUGAR LAND, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · August 14, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT SECURITY GROUP, INC.

CRD 136568 · SEC 801-64651

AUM

$798M

Regulatory assets under management

Employees

2,661 client accounts

Services offered by INVESTMENT SECURITY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT SECURITY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Barbara Jean Krause offer?

Barbara Jean Krause specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Barbara Jean Krause's credentials?

Barbara Jean Krause holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Barbara Jean Krause located?

Barbara Jean Krause is based in DENVER, Colorado, working with INVESTMENT SECURITY GROUP, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Barbara Jean Krause charge for services?

Barbara Jean Krause's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT SECURITY GROUP, INC.?

INVESTMENT SECURITY GROUP, INC. has approximately 10 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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