Kruger Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kruger Wealth Management works with individuals and small business owners by identifying investment objectives and referring clients to independent third-party investment advisory firms for ongoing asset management. The firm also provides written financial plans (full or modular) and hosts no‑fee public educational workshops and seminars on general financial topics.
Rather than taking discretionary trading authority or custody, Kruger evaluates and recommends outside money managers, focusing on firms that employ long‑term strategies and using fundamental, technical, qualitative and quantitative criteria when screening managers. The firm serves as a communication conduit with selected managers, conducts periodic reviews of accounts managed by those firms, and delivers its financial planning work as part of the third‑party manager relationship.
Distinctive features include that the firm’s principal is separately licensed to sell insurance and annuity products and may receive commissions and other incentives for those sales, a practice that is disclosed as a potential conflict of interest. Kruger operates on a solicitor/referral model—receiving referral compensation from recommended managers rather than charging direct percentage‑of‑assets advisory fees—and discloses and attempts to manage the conflicts inherent in those referral arrangements.
Client services
Expertise
Occupation focus
Fee options
$0 - $10,000,000: Up to a maximum of 2.00% $10,000,000+: Up to a maximum of 1.00%
Commissions earned by Kevin Kruger for insurance and annuity products sold independently.
Fee-only: Financial planning services are included as part of services offered to clients participating in third-party money manager services; no separate fee charged by Kruger Wealth Management.
Main office
6018 Timberglade Cir
Bloomington MN 55438
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Kruger Financial Services, Inc. · Kruger Wealth Management, 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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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