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Matthew Frank Krueger

Advisor at Simplicity wealth — Hampshire, IL

Updated today

Credentials

Series 65

Experience

6 years

Location

Hampshire, IL 60135

Simplicity wealth logo

Simplicity wealth

Multi-team

Total advisors

206

Across 141 offices

Clients per advisor

41 Low

Avg AUM per client

$202,617 Very Low

HNW client ratio

8% Low

About

Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and provides tax and business advisory services at Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios along with advisory technology and operational support for other advisers.

Client services

Based on Simplicity wealth

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Simplicity wealth

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management

Occupation focus

Based on Simplicity wealth

Retired Founder/Business Owner

Demographic focus

Based on Simplicity wealth

Values-based investing

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Fee options

Fixed

Financial planning fixed fees are negotiable and determined on a case-by-case basis.

Project-based

Hourly fees for financial planning services are negotiable and determined on a case-by-case basis.

Location

See office

Hampshire, IL

103 N. State Street

Hampshire IL 60135

Advisors at this office

1

Most active in

Illinois

Work history

6 years of industry experience

Simplicity Wealth

2022 - Present • 4 years

Hampshire, IL

Krueger Farms LLC

2021 - Present • 5 years

Genoa, IL

Sawtooth Solutions, LLC

2020 - 2022 • 2 years

Hampshire, IL

Krueger & Associates Tax & Business Advisory, Inc.

2006 - Present • 20 years

Hampshire, IL

Disclosures

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

Business activities & affiliations

James M

Series 65

Algonquin, IL

Hendricks Wealth and Estate Management

James Madl is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 designation and four years of industry experience. Hendricks Wealth and Estate Management advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and integrates financial planning with tax, insurance, and corporate-structure considerations, providing coordinated legal, tax, and insurance services through affiliated professionals.

General retirement planning Income planning Equity compensation tax strategy Business Financial Management
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Scott S

CFP®, Series 65

Elgin, IL

Sierens Financial Group, Inc.

Scott Sierens is a CFP® professional with 10 years of industry experience. He is the principal at Sierens Financial Group, Inc. in Elgin, IL, and has prior experience with AE Wealth Management, Gradient Advisors, and AptarGroup. He also works as a paid contractor creating content for YouTube. Sierens Financial Group, Inc. provides discretionary asset management and financial planning to individuals, trusts, estates, and high-net-worth clients, combining mutual funds, ETFs, and both fundamental and technical analysis. The firm offers educational seminars and workshops and accommodates client-specific investment restrictions and goals.

Retirement income strategy Social Security optimization Income planning General tax planning Medicare planning
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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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John P

CFP®, Series 63, Series 66

Crystal Lake, IL

Piershale Wealth Management, LLC

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

General retirement planning Wealth management
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James R

CFP®, Series 66

Elgin, IL

Monotelo Wealth Partners

James Richter is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Monotelo Wealth Partners in Elgin, IL. He previously worked at Hd Vest Advisory Services and Hd Vest Investment Services before founding Monotelo Wealth Partners in 2017. In addition to his advisory role, he owns and operates Monotelo Advisors, an accounting and tax preparation practice. Monotelo Wealth Partners is an independent firm that provides discretionary portfolio management and investment advisory services to a select client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages balanced, diversified portfolios with a focus on exchange-traded funds and employs multiple methods of analysis to implement tax-efficient investment strategies.

Active portfolio management Tax-loss harvesting
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Patrick M

Series 65

Algonquin, IL

Kintail Advisors

Patrick Mcrae is the principal of Kintail Advisors, an independent advisory firm. He holds a Series 65 designation and has professional experience including roles at Kapco Futures, Inc. and CGB Diversified Services, Inc. Mcrae maintains a registration as an associated person and principal at Kapco Futures, where he devotes a significant portion of his time. Kintail Advisors provides discretionary portfolio management to high-net-worth individuals and qualified companies and institutions. The firm manages four long-term model portfolios using technical, fundamental, and quantitative analysis, with allocations ranging from conservative bond and REIT ETFs to higher-beta growth and cryptocurrency ETF components.

Private / alternative investments Real estate investing
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