WK
William P. Krause
THEPARTNERS WEALTH MANAGEMENT
Sinking Spring, PA 19608
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CRD#: 837136
WK
Professional summary
William Paul Krause is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Sinking Spring, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. William has worked at 7 firms and has passed the Series 63, Series 6TO, Series 22TO, SIE and Series 1 exams.
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.
1. WILLIAM KRAUSE INSURANCE AGENT POSITION: Financial Consultant NATURE: LIFE, P&C, HEALTH INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1980 ADDRESS: 1765 Elbow Lane, ALLENTOWN PA 18103, United States DESCRIPTION: Servicing and selling to clients 2.COACTIVE WEALTH STRATEGISTS LLC - EMPLOYS SALES STAFF AND SUPPORTING ADMINISTRATIVE STAFF INVOLVED IN THE PROCESSING OF BUSINESS DONE THROUGH APFS, APA, INSURANCE COMPANIES, AND OTHER APPROVED PRODUCT SOURCES. START DATE: 10/2013. 11/22/13
CRS (Client Relationship Summary) - RIA
Click below to view William Paul 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
March 28, 2025 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 1042 Columbia Ave., Sinking Spring, PA 19608RIA
CRD#: 314816
Sinking Spring, PA
Past
October 11, 2024 - April 2, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
sinking spring, PA
Past
October 11, 2024 - April 2, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
sinking spring, PA
Past
October 29, 2013 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
October 28, 2013 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
sinking spring, PA
Past
August 11, 2010 - June 10, 2013
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ALLENTOWN, PA
Past
May 8, 2006 - June 10, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ALLENTOWN, PA
Past
May 4, 1977 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
May 4, 1977 - March 15, 2006
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 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.Highlighted states indicate IAR registrations
IAR
Delaware(3/28/2025)
IAR
Pennsylvania(3/28/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/26/1977
Registered Representative ExaminationCurrent Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Sinking Spring, PA 19608TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
