Charles Barkmeier is a CFP-designated registered investment advisor, based in Louisville, CO, with 6 years of industry experience.
Location
917 Front Street, Suite 160, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is an IAR/Financial Advisor at Gainline Financial Partners, dedicating nearly full-time hours to ownership duties, management, client relations, and financial planning. He also works as an insurance agent servicing client policies for Fixed Insurance and PKS, spending minimal time on each. Finally, Charles is the President of QuickTap Holdings Inc., spending minimal time on this role.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Gainline Financial Partners, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations18 states
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