Unclaimed
Ashley Krueger-rook is a registered representative of U.S. Bancorp Investments, Inc. and has been in the industry since January 28, 2017. Ashley is licensed to provide investment advice in Wisconsin. Ashley has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and PNC INVESTMENTS. Ashley holds the Series 66, Series 7, and SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
05/10/2022 - Present
U.s. Bancorp Investments, Inc. (Brookfield WI)
WI
04/05/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BROOKFIELD WI)
IL
07/31/2015 - 03/29/2016
PNC INVESTMENTS (LIBERTYVILLE IL)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ashley Krueger-rook is the right advisor for you? Invested Better is here to help.