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Michael Andrew Krause

Michael Andrew Krause

CFP®
TECKMEYER FINANCIAL SERVICES, L.L.C.
OMAHA, NE
·CRD# 6129092·14 years experience

Professional Summary

Michael Andrew Krause, CFP®, who also goes by Michael Krause, is a registered financial advisor currently at TECKMEYER FINANCIAL SERVICES, L.L.C. located in Omaha, Nebraska. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Krause

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

14 years in the financial services industry

Current & Past Employments

TECKMEYER FINANCIAL SERVICES, L.L.C.·CRD# 39000
RIA
BD
11104 John Galt Blvd., Omaha, NE 68137-2307
July 12, 2023 - Present
TECKMEYER FINANCIAL SERVICES, L.L.C.·CRD# 39000
RIA
BD
11104 John Galt Blvd., Omaha, NE 68137-2307
July 12, 2023 - Present
PLAN A WEALTH, LLC·CRD# 287860
RIA
Lincoln, NE
April 24, 2017 - June 30, 2023
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
Lincoln, NE
April 21, 2017 - July 5, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
RIA
Lincoln, NE
May 15, 2015 - April 24, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Lincoln, NE
May 15, 2015 - April 24, 2017
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Lincoln, NE
January 2, 2013 - May 15, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Lincoln, NE
November 30, 2012 - May 15, 2015

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Current Firm

TF
TECKMEYER FINANCIAL SERVICES, L.L.C.

TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000 / SEC#: 8-48501
Iowa
Registered Investment Advisory firm - SEC (5/12/2010 Approved)
Kansas
Registered Investment Advisory firm - SEC (11/17/2025 Terminated)
Nebraska
Registered Investment Advisory firm - SEC (10/25/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

11104 John Galt Blvd., Omaha, NE 68137

Mailing Address

11104 John Galt Blvd., Omaha, NE 68137-2307

Phone Number

(402) 331-8600

Established

Nebraska since 05/01/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

7

FINRA licenses (22 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
TECKMEYER, THOMAS NEILPRESIDENT/CCO1236532
TECKMEYER, LORI LYNNCO-OWNER2646251
OSS, STEVEN MICHAELCHIEF FINANCIAL OFFICER4696804

Regulatory Assets Under Management

Total Number of Accounts

44

AUM (Assets Under Management)

$51,602,611

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

PUBLIC SPEAKER FOR NON-PROFIT ORGANIZATIONS, NON-INVESTMENT RELATED, VARIOUS LOCATIONS, START: 6/2000, 4 HOURS PER MONTH/0 DURING TRADING. FITNESS CONSULTANT/TRAINER; NOT INVESTMENT RELATED; LINCOLN, NE; TRAINER; START DATE = 09/08/2014; 20 HOURS DEVOTED PER MONTH; NOT DURING TRADING HOURS. THE CROSS CONNECTING NETWORK. NOT INVESTMENT RELATED. P.O. BOX 1514, MOUNT PLEASANT, SC 29465. BOARD MEMBER. START 01/09/2022. 4 HOURS PER MONTH. NOT DURING TRADING HOURS. NONPROFIT SERVING VULNERABLE PEOPLE AFFECTED BY DISASTERS.

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Nebraska
(7/12/2023)
IAR
Nebraska
(7/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2012About the Series 7 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Feb 2026About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Krause's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Michael Andrew Krause's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Michael Andrew Krause
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