RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Charles Claude Henry Barkmeier
- Title
- Partner, Financial Advisorreportedgainlinefp.comfirm site, Sep 15, 2026
- Direct business phone
- 720-548-4391reportedgainlinefp.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Gainline Financial Partners, LLC independent RIA currentsince Jun 5, 2023 · Louisville, Co
- Wells Fargo Advisors wirehouseFeb 3, 2020 to Jun 12, 2023 · Boulder, Co
- Wells Fargo Advisors to Gainline Financial Partners, LLCleft Jun 12, 2023, registered Jun 5, 2023 (-7 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- Charles Claude Henry Barkmeier left Wells Fargo Advisors for Gainline Financial Partners, Llc (registered 2023-06-05)Jun 12, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address