James Krapfel (CRD# 4656146) is an Investment Advisor Representative working at Glass Lake Wealth Management in Huntersville, NC and has 1 year of experience in the finance industry. James Krapfel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2867492
Defender Capital
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glass Lake Wealth Management LLC | Huntersville, NC | Mar 2020 - Current | 4 |
| Unemployed | Chicago, IL | Dec 2019 - Feb 2020 | < 1 |
| Rmb Capital | Chicago, IL | Sep 2015 - Dec 2019 | 4 |
| Morningstar | Chicago, IL | May 2011 - Aug 2015 | 4 |
- IL
- NC
- TX
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$272,295
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, NC, TX
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