Krueger Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
350
Advisors
3
of 3 employees
About
Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, estates and other organizations, serving both high‑net‑worth and non‑HNW clients. The firm offers written financial plans, ongoing review services and estate settlement assistance, and currently does not report assets under discretionary management.
The firm’s process relies on interviews and questionnaires to assess goals, risk tolerance and time horizon and emphasizes broad asset‑class exposure and asset allocation through funds rather than individual stock or bond selection. Krueger states a long‑term, tax‑aware focus and spends a majority of its time delivering planning without providing continuous portfolio management or discretionary trading.
Krueger’s advisory representatives are dually registered as broker‑dealer registered representatives and are licensed insurance agents, and the firm discloses that a large share of advisor activity is tied to broker‑dealer and insurance compensation—creating potential incentives to recommend insurance products or custody at its affiliated broker‑dealer. With roughly 600 clients supported by three advisors (about 200 clients per advisor), the firm’s high client‑to‑advisor ratio and its lack of percentage‑of‑AUM advisory fees and routine portfolio management for individuals are uncommon features relative to many peers.
Client services
Expertise
Fee options
Certain representatives earn commissions for sales of securities or investment products through Commonwealth Financial Network
Fee-only: Financial planning fees range from $0 to $2,000; annual renewal fees range from $0 to $2,000; estate settlement fees range from $0 to $5,000
Main office
15215 S 48th Street, #170
Phoenix AZ 85044
Advisors at this office
3
Most active in
Arizona
Also doing business as
Krueger Financial · Krueger Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Advisors at this firm
Timothy H
CFP®, Series 63, Series 65, Series 66
Phoenix, AZ
Krueger Financial
Timothy Hill is a CFP® with 37 years of experience in the financial services industry. He is affiliated with Krueger Financial and has held positions at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Hill is also involved in fixed insurance sales as part of his business activities. Krueger Financial provides personalized financial and retirement planning to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.
Kimberly K
CFP®, Series 63, Series 66
Phoenix, AZ
Krueger Financial
Kimberly Krueger is a CFP® professional with 19 years of industry experience, currently serving at Krueger Financial. Her work history includes roles at Commonwealth Financial Network, Sagepoint Financial, LPL Financial, and National Planning Corporation. She is a co-owner of Ascent Financial, LLC, which facilitates securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, with a primary focus on planning rather than continuous portfolio management or discretionary trading.
Eric K
CFP®, Series 63
Phoenix, AZ
Krueger Financial
Eric Krueger is a CFP® with 13 years of experience in the financial industry. He is affiliated with Krueger Financial, where he has worked since 2010, and has prior experience at Commonwealth Financial Network, OSAIC, Sagepoint Financial, LPL Financial, and National Planning Corporation. Krueger is a co-owner of Ascent Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Krueger Financial provides personalized financial and retirement planning services to individuals, families, businesses, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes a long-term, tax-aware approach focused on broad asset-class exposure and asset allocation through funds, relying primarily on planning rather than continuous portfolio management or discretionary trading.
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