A complete list of active advisors currently associated with Kruger Wealth Management, Inc.

Warmer can help you find a great advisor at Kruger Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kruger Wealth Management, Inc., 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.