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Alan Rodney Krause

CLEARWATER CAPITAL ADVISORS, LLC·HOFFMAN ESTATES, Illinois
Series 65Clean record18 years registeredCLEARWATER CAPITAL ADVISORS, LLC
2800 WEST HIGGINS ROAD, HOFFMAN ESTATES, IL 60169CRD# 5126272Firm CRD# 139886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Rodney Krause · HOFFMAN ESTATES, IL
Registration
CRD #5126272 · CLEARWATER CAPITAL ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CLEARWATER CAPITAL PARTNERS
Mar 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 27, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEARWATER CAPITAL ADVISORS, LLC
CRD 139886 · SEC 801-70905
AUM
$1.2B
Regulatory assets under management
Employees
18
2,482 client accounts
Services offered by CLEARWATER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Alan Rodney Krause offer?
Alan Rodney Krause specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOFFMAN ESTATES, Illinois for a consultation.
What are Alan Rodney Krause's credentials?
Alan Rodney Krause is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Rodney Krause located?
Alan Rodney Krause is based in HOFFMAN ESTATES, Illinois, working with CLEARWATER CAPITAL ADVISORS, LLC. Their office serves clients in the HOFFMAN ESTATES metropolitan area and surrounding communities.
How does Alan Rodney Krause charge for services?
Alan Rodney 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 CLEARWATER CAPITAL ADVISORS, LLC?
CLEARWATER CAPITAL ADVISORS, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARWATER CAPITAL ADVISORS, LLC

Jeffrey Paul Dehaan
HOFFMAN ESTATES, IL
Kelly Jo Pargman
ELGIN, IL
John William Sleeting
HOFFMAN ESTATES, IL
Steven Dewayne Garrels
ELGIN, IL
Pauline Joy Staab
ELGIN, IL
John Edward Chapman
HOFFMAN ESTATES, IL

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