Unclaimed Profile

Charles Barkmeier

GAINLINE FINANCIAL PARTNERS, LLC·LOUISVILLE, Colorado

SIE, Series 7TO, Series 66CFPClean record6 years registeredGAINLINE FINANCIAL PARTNERS, LLC

917 FRONT STREET, LOUISVILLE, CO 80027CRD# 7185795Firm CRD# 326716

Profile Verification

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

Identity

Charles Barkmeier · LOUISVILLE, CO

Registration

CRD #7185795 · GAINLINE FINANCIAL PARTNERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

GAINLINE FINANCIAL PARTNERS, LLC

Jun 2023 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2020 – Jun 2023

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · February 3, 2020

Years registered · 6

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAINLINE FINANCIAL PARTNERS, LLC

CRD 326716 · SEC 801-128065

AUM

$221M

Regulatory assets under management

Employees

662 client accounts

Services offered by GAINLINE FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GAINLINE FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Barkmeier offer?

Charles Barkmeier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Colorado for a consultation.

What are Charles Barkmeier's credentials?

Charles Barkmeier holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Barkmeier located?

Charles Barkmeier is based in LOUISVILLE, Colorado, working with GAINLINE FINANCIAL PARTNERS, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Charles Barkmeier charge for services?

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

How large is GAINLINE FINANCIAL PARTNERS, LLC?

GAINLINE FINANCIAL PARTNERS, LLC has approximately 6 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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