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JB

John C. Barkmeier

Some features on this profile are disabled
CRD#: 2995468
JB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Charles Barkmeier, CIMA® was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1998. John had worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Past

June 5, 2023 - August 30, 2024

GAINLINE FINANCIAL PARTNERS, LLC

RIA
CRD#: 326716
LOUISVILLE, CO
Past

April 29, 2016 - June 12, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
BOULDER, CO
Past

April 29, 2016 - June 12, 2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
BOULDER, CO
Past

June 1, 2009 - May 13, 2016

MORGAN STANLEY

RIA
CRD#: 149777
BOULDER, CO
Past

June 1, 2009 - May 13, 2016

MORGAN STANLEY

BD
CRD#: 149777
BOULDER, CO
Past

March 7, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
BOULDER, CO
Past

March 7, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
BOULDER, CO
Past

June 23, 1999 - March 14, 2008

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
BOULDER, CO
Past

October 9, 1998 - March 14, 2008

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
BOULDER, CO
Past

February 24, 1998 - October 29, 1998

PIPER SANDLER & CO.

BD
CRD#: 665
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GAINLINE FINANCIAL PARTNERS, LLC
GAINLINE FINANCIAL PARTNERS, LLC

CRD#: 326716 / SEC#: 801-128065

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/9/1998
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/6/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/23/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/23/2016
General Securities Principal Examination

Current Firm

GF
GAINLINE FINANCIAL PARTNERS, LLC
GAINLINE FINANCIAL PARTNERS, LLC

CRD#: 326716 / SEC#: 801-128065

RIA
Registered Investment Advisory firm - (6/1/2023 Approved)
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Contact information

Main Address
917 Front Street Suite 160, Louisville, CO 80027
Mailing Address
Phone number
(720) 548-4391
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV SUPPLEMENTAL BROCHURE - WRAP PROGRAM (3/28/2025)
ADV PART 2A DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts875
AUM (Assets Under Management)$ 273,106,958

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GAINLINE FINANCIAL PARTNERS, LLC

CRD#: 326716

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