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.
Credentials
Series 66
Experience Industry experience
7 years
Location
Phillips, WI 54555
OSAIC
Institution
Matthew Krueger is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services Inc. and Lakeside Financial Consultants, Inc. He also has experience in education, having worked at Lakeland Union High School and Lac Du Flambeau Public School District. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Phillips, WI N Lake Ave
297 N Lake Ave
Phillips WI 54555
Advisors at this office
1
Wisconsin
7 years of industry experience
OSAIC
2024 - Present • 2 years
Medford, WI
Woodbury Financial Services inc
2018 - 2024 • 6 years
Medford, WI
Lakeside Financial Consultants, Inc.
2018 - Present • 8 years
Phillips and Medford, WI
Lakeland Union High School
2016 - 2019 • 3 years
Minocqua, WI
Lac Du Flambeau Pubublic School District
2016 - 2019 • 3 years
Lac Du Flambeau, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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