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Alan Robert Kreuzberger

Envestnet PMC

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About Alan Robert Kreuzberger

Alan Robert Kreuzberger is a financial advisor working at Envestnet PMC. Alan is currently registered in Colorado as an Investment Advisor Representative (IAR). Alan previously worked at Portfolio Brokerage Services, Inc. and Fidelity Brokerage Services LLC. Alan has passed the Series 66, Series 7, and SIE exams. Alan specializes in portfolio management for individuals, businesses, and investment companies.

Firm Information

Alan Kreuzberger is currently registered with Envestnet PMC. Envestnet PMC is an investment advisor with over $426 billion in assets under management. The firm offers a variety of services, including portfolio management for individuals, businesses, and investment companies. They specialize in overlay portfolio management and serve a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. They also provide pension consulting and publish periodicals.
Envestnet PMC

150 NORTH RIVERSIDE PLAZA , SUITE 2050

CHICAGO, IL 60606

$426.07B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management

Overlay portfolio management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets or revenues under our clients' management

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Alan Kreuzberger’s Registration & Firm History

IL

02/12/2014 - Present

Envestnet PMC (CHICAGO IL)

IL

02/11/2014 - 01/16/2020

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

CA

09/27/2011 - 06/14/2013

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

CA

05/10/2010 - 06/30/2011

MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 06/04/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Robert Kreuzberger.
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