A complete list of active advisors currently associated with Krueger Financial

Warmer can help you find a great advisor at Krueger Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at Krueger Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.