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JK

Julius O. Kaulfuerst

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CRD#: 736360
JK

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.

Julius Otto Kaulfuerst was a registered financial professional .

Julius is a previously registered financial professional and started their career in finance in 1981. Julius had worked at 4 firms and has passed the Series 63, Series 7 and Series 22 exams.

top-8-questions

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®
None

Experience


Past

November 23, 2005 - June 10, 2009

AMERICAN BEACON PARTNERS, INC.

BD
CRD#: 15791
EAU CLAIRE, WI
Past

October 29, 1986 - December 17, 1989

AMERICAN BEACON PARTNERS, INC.

BD
CRD#: 15791
Past

February 28, 1983 - October 15, 1984

S-B-F SECURITIES CO.

BD
CRD#: 11110
Past

November 25, 1981 - February 2, 1983

DECADE SECURITIES CORP.

BD
CRD#: 10226
Past

June 5, 1981 - November 9, 1982

FPC SECURITIES CORPORATION

BD
CRD#: 5970

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
Series 63
Date: 12/16/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AB
AMERICAN BEACON PARTNERS, INC.
AMERICAN BEACON PARTNERS, INC. | PAVEK INVESTMENTS INC. | PAVEK ADVISORS

CRD#: 15791 / SEC#: , 8-32709

BD
Terminated by SEC on 07/04/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 08/22/1984
Firm type
Corporation
Fiscal year end
August
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BEACON ACQUISITION PARTNERS INCSHAREHOLDER
HINTZ, JAMES ARNOLDPRESIDENT/CEO/CCO/DIRECTOR1916767
MATHER, ROBERT PHILIPCHAIRMAN/DIRECTOR/OPTIONS PRINCIPAL1764918
WATCHMAKER-SCHNEIDER, TRACY CARONCHIEF FINANCIAL OFFICER5741229

Disclosures


Regulatory Event7
Arbitration1

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


AMERICAN BEACON PARTNERS, INC.

CRD#: 15791

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