Michael A. Krause

TECKMEYER FINANCIAL SERVICES, L.L.C.

Omaha, NE 68137-2307

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CRD#: 6129092

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 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Krause

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.

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.

Blog Corner

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)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 12, 2023 - Present

TECKMEYER FINANCIAL SERVICES, L.L.C.

Office #1: 11104 John Galt Blvd., Omaha, NE 68137-2307

RIA

CRD#: 39000

Omaha, NE

Current

July 12, 2023 - Present

TECKMEYER FINANCIAL SERVICES, L.L.C.

Office #1: 11104 John Galt Blvd., Omaha, NE 68137-2307

RIA

CRD#: 39000

Omaha, NE

Past

April 24, 2017 - June 30, 2023

PLAN A WEALTH, LLC

RIA

CRD#: 287860

LINCOLN, NE

Past

April 21, 2017 - July 5, 2023

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Lincoln, NE

Past

May 15, 2015 - April 24, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

LINCOLN, NE

Past

May 15, 2015 - April 24, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

LINCOLN, NE

Past

January 2, 2013 - May 15, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LINCOLN, NE

Past

November 30, 2012 - May 15, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LINCOLN, NE

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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

State Security Law Exam

IAR

Series 66

Date: 12/21/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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).

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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

FINRA licenses (23 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
TECKMEYER, THOMAS NEIL	PRESIDENT/CCO	1236532
TECKMEYER, LORI LYNN	CO-OWNER	2646251
OSS, STEVEN MICHAEL	CHIEF FINANCIAL OFFICER	4696804

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 44,057,525

Disclosures

Regulatory Event

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.

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Advisor Monitoring

Firm Stability Insights

Michael A. Krause

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

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).

Certified licenses

Experience

TECKMEYER FINANCIAL SERVICES, L.L.C.

PLAN A WEALTH, LLC

PRIVATE CLIENT SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/29/2012

FINRA

Current Firm

TECKMEYER FINANCIAL SERVICES, L.L.C.

Contact information

FINRA licenses (23 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

TECKMEYER FINANCIAL SERVICES, L.L.C.

TRUST BUT VERIFY

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