Charles Claude Henry Barkmeier

Employer firm

Gainline Financial Partners, LLC CRD 326716

$349M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 06/2023
  Wells Fargo Advisors Financial Network, Llc
  Boulder, CO
• 07/2015 → 10/2019
  Keycorp
  Cleveland, OH
• 06/2023 → Present
  Gainline Financial Partners, Llc
  Louisville, CO
• 06/2023 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2020-02-03 → 2023-06-12
  Wells Fargo Advisors Financial Network, Llc
  Boulder, CO

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-03

Designations

• Certified Financial Planner

Other Names

• Charlie Barkmeier
• Charles C Barkmeier
• Charles Barkmeier
• Charles Claude Henry Barkmeier