Charles C. Barkmeier
GAINLINE FINANCIAL PARTNERS
Louisville, CO 80027
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CRD#: 7185795
Professional summary
Charles Claude Henry Barkmeier, CFP®, who also goes by Charles Barkmeier, Charles C Barkmeier, Charlie Barkmeier, is a registered financial advisor currently at GAINLINE FINANCIAL PARTNERS, LLC located in Louisville, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Louisville, Colorado.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Charles has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Barkmeier | Charles C Barkmeier | Charlie Barkmeier
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.
1) Gainline Financial Partners. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 6/2023. 180 hours/month with 165 during trading hours. Ownership duties, management of firm, client relationship management, financial planning. 2) Fixed Insurance; INV. RELATED; LOUISVILLE, CO; INSURANCE; AGENT; START 8/2021; NUMBER OF HOURS PER MONTH, INCLUDING DURING SECURITIES TRADING HOURS, 5; SERVICING CLIENT POLICIES. 3) PKS ; INV. RELATED; At Registered Location; INSURANCE; AGENT; START 8/2021; NUMBER OF HOURS PER MONTH, INCLUDING DURING SECURITIES TRADING HOURS, 5; SERVICING CLIENT POLICIES. 4) QuickTap Holdings Inc. Investment Related. At registered location. Holding Company. President. 1/1/2025. Hrs/month 0 all during trading hours. Sole proprietor.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Claude Henry Barkmeier'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®
CFP®
Start date: 2022
Experience
Current
June 5, 2023 - Present
GAINLINE FINANCIAL PARTNERS, LLC
Office #1: 917 Front Street Suite 160, Louisville, CO 80027RIA
CRD#: 326716
Louisville, CO
Current
June 23, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 917 Front Street Suite 160, Louisville, CO 80027Office #2: 80 State Street, Albany, NY 12207BD
CRD#: 35747
Louisville, CO
Past
February 3, 2020 - June 12, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
BOULDER, CO
Past
November 22, 2019 - June 12, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BOULDER, CO
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.
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/23/2023)
RR
Arkansas(8/4/2023)
RR
California(6/23/2023)
IAR
California(8/3/2023)
IAR
Colorado(6/5/2023)
RR
Colorado(6/23/2023)
RR
Florida(6/23/2023)
IAR
Florida(9/21/2023)
RR
Hawaii(1/2/2025)
RR
Illinois(6/23/2023)
IAR
Illinois(8/3/2023)
RR
Maryland(6/23/2023)
RR
Massachusetts(6/23/2023)
RR
Missouri(6/23/2023)
RR
Montana(6/23/2023)
RR
Nebraska(2/20/2025)
RR
North Carolina(1/2/2025)
RR
Pennsylvania(6/23/2023)
RR
Tennessee(2/20/2025)
RR
Texas(6/23/2023)
IAR
Texas(8/3/2023)
RR
Virginia(6/23/2023)
RR
Washington(2/20/2025)
RR
Wyoming(2/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/22/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GAINLINE FINANCIAL PARTNERS, LLC
GAINLINE FINANCIAL PARTNERS, LLC
CRD#: 326716 / SEC#: 801-128065
RIA
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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 (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 875 |
| AUM (Assets Under Management) | $ 273,106,958 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GAINLINE FINANCIAL PARTNERS, LLC
CRD#: 326716Louisville, CO 80027TRUST BUT VERIFY
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