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Joshua Gerry Krueger

Advisor at Edward Jones — Wahoo, NE N Chestnut St

Updated today

Credentials

Series 66

Experience

13 years

Location

Wahoo, NE 68066-1866

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua Krueger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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

See office

Wahoo, NE N Chestnut St

450 N Chestnut St Suite 1

Wahoo NE 68066-1866

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St. Louis, MO

Disclosures

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

Business activities & affiliations

user avatar

Benjamin S

Series 65

Wahoo, NE

Thrivent Advisor Network, LLC

Benjamin Scheef is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Thrivent Advisor Network in 2021, he worked in insurance and other service roles. Outside of his advisory work, Scheef is a basketball referee for youth, middle school, and high school games. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio construction using low-cost mutual funds and ETFs, along with access to independent managers and model portfolios.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Luke S

CFP®, ChFC®, Series 66

Wahoo, NE

Thrivent Advisor Network, LLC

Luke Simons is a financial advisor with Thrivent Advisor Network, LLC, holding CFP® and ChFC® designations and 14 years of industry experience. His prior work includes roles at Thrivent Investment Management, Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of advising, he serves as a board member for Wahoops Youth Basketball, a local nonprofit youth basketball association. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds and ETFs alongside other investment vehicles.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar

Randy I

Series 63, Series 66

Wahoo, NE

Focus Partners Wealth, LLC

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Focus Partners Wealth in 2025, he worked at Churchill Management Group for seven years and TD Ameritrade Inc. for ten years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
user avatar

Cynthia O

Series 63, Series 66

Ashland, NE

Principal Financial Services

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Robert M

Series 63, Series 65

Ceresco, NE

Ameritas Advisory Services, LLC

Robert Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Ameritas and affiliated firms since 2015 and has held roles at Anderson Wealth and Retirement LLC and Wells Fargo Clearing. Outside of his advisory work, Miller owns a bookkeeping business assisting clients with profit and loss statements and participates in a professional referral group to facilitate networking across industries. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of portfolio construction techniques involving model portfolios, mutual funds, ETFs, and individual securities, and offers access to multiple program platforms and sub-advisers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals

Bret M

Series 66

Wahoo, NE

Edward Jones

Bret Madson is a Series 66-licensed financial advisor with Edward Jones in Wahoo, Nebraska, bringing two years of industry experience. Prior to joining Edward Jones in 2023, he worked for several automotive dealerships from 2006 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors.

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