MK
Matthew W. Krause
WILLIAM J. KRAUSE CPA, P.C.
Wolfeboro, NH 03894
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CRD#: 5739390
MK
Professional summary
Matthew William Krause is a registered financial advisor currently at WILLIAM J. KRAUSE CPA, P.C. located in Wolfeboro, New Hampshire.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Krause's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 3, 2010 - Present
WILLIAM J. KRAUSE CPA, P.C.
Office #1: 8 Gov. Wentworth Hwy., Wolfeboro, NH 03894RIA
CRD#: 152473
Wolfeboro, NH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(9/13/2012)
IAR
New Hampshire(2/3/2010)
Exams
Current Firm
WJ
WILLIAM J. KRAUSE CPA, P.C.
WILLIAM J. KRAUSE CPA, P.C.
CRD#: 152473 / SEC#:
Massachusetts
Registered Investment Advisory firm - (9/13/2012 Conditional Restricted)New Hampshire
Registered Investment Advisory firm - (1/25/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8 Gov. Wentworth Hwy., Wolfeboro, NH 03894
Mailing Address
Phone number
(603) 569-4222
Established
Firm type
Fiscal year end
# of Employees
8
Red Flags
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Company Information
WILLIAM J. KRAUSE CPA, P.C.
CRD#: 152473Wolfeboro, NH 03894TRUST BUT VERIFY
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