Heidi Krueger
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
St Maries, ID 83861
Credentials
Series 66
Industry experience
4 years
About
Heidi Krueger is a financial advisor with Edward Jones in St Maries, ID, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she held roles in various industries including as a controller for Fire Artisan Pizza and positions in excavation and home development. She is also involved as a salesperson with Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices, as well as affiliated services including a trust company and securities-based lending.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Occupation focus
Military & Veterans
Founder/Business Owner
Fee options
$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)
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
720 Main Avenue
St Maries, ID 83861
Most active in
Heidi K has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Work history
Edward Jones
2021 - Present (5 years)
Fire Pizza
2019 - 2021 (2 years)
Dirt Pro Excavation
2017 - 2021 (4 years)
Aspen Homes and Development
2016 - 2021 (5 years)
Full-time education
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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