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Katherine Krause

Advisor at Edward Jones

Updated today

Location

Lamesa, TX 79331

Credentials

CFP®, Series 66

Industry experience

4 years

About

Katherine Krause is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones in Lamesa, TX. She previously worked at Cerity Partners LLC and FJY Financial, and has experience with Texas Tech University and its Alumni Association. Krause returned to Edward Jones in 2024 after an earlier role in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services supported by a large national network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

703 S 1 St St

Lamesa, TX 79331

Most active in

Texas

Work history

Edward Jones

2024 - Present (2 years)

Cerity Partners LLC

2022 - 2024 (2 years)

FJY Financial

2019 - 2022 (3 years)

Edward Jones

2018 - 2018 (1 year)

Texas Tech University

2017 - 2019 (2 years)

Texas Tech Alumni Association

2016 - 2019 (3 years)

Texas Tech University

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dusty T

Series 66

Lamesa, TX

Edward Jones

Dusty Thornhill is a financial advisor with Edward Jones in Lamesa, TX, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he worked at Rusted Thorn Enterprises LLC and Matador Resources Company. Outside of advising, his family owns a fitness center business called The Studio on Main. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ray S

Series 66

Lamesa, TX

Cetera

Ray Stephens is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Avantax Investment Services and 1st Global Advisors, among other firms, and also serves as a CPA and shareholder at Stephens, Stephens, & Telchik, PC. Outside of financial advising, Stephens is president of S & C Oil Co, a wholesale and retail fuel distributor, and is involved in family farm partnerships. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Anacleto C

Series 66

Lamesa, TX

Edward Jones

Anacleto Casas is a Series 66 credentialed financial advisor at Edward Jones in Lamesa, TX, with 18 years of industry experience and over 19 years at Edward Jones. He serves as Vice Chair of the Lamesa Chamber of Commerce and is involved in managing family partnerships and trusts, as well as a group fitness gym. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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