Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Krueger is an investment advisor representative with over 25 years of experience in the financial services industry. Curtis is currently registered with Gladstone Wealth Partners. Curtis has also held previous registrations with WADDELL & REED, TD AMERITRADE, INC., AMERITRADE, INC., AMERITRADE NORTHWEST, INC., AMERITRADE, ACCUTRADE INC., NEBRASKA HUDSON COMPANY, INC., and AMERITRADE INSTITUTIONAL SERVICES, INC. Curtis has been a registered representative since 1993 and an investment advisor representative since 2003. Curtis specializes in providing financial planning and investment advisory services to individuals and families. Curtis is committed to providing clients with personalized financial guidance to help them achieve their financial goals.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/02/2022 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NE
01/05/2009 - 04/27/2015
WADDELL & REED (OMAHA NE)
NE
04/22/2006 - 06/09/2008
TD AMERITRADE, INC. (BELLEVUE NE)
NE
01/02/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
OR
01/12/2004 - 07/23/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
NE
11/15/2001 - 12/31/2001
AMERITRADE (BELLEVUE NE)
NE
09/23/1993 - 12/31/2001
ACCUTRADE INC. (BELLEVUE NE)
NE
09/14/2001 - 12/07/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
NE
03/29/2000 - 10/11/2000
AMERITRADE INSTITUTIONAL SERVICES, INC. (OMAHA NE)
IA
Issued 03/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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