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Jacob Adam Krueger

MBE Wealth Management, LLC

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About Jacob Adam Krueger

Jacob Adam Krueger is a financial advisor with over 10 years of experience in the financial services industry. Jacob is registered with the state of Wisconsin as an Investment Advisor Representative and has his Series 7 and Series 66 licenses. Jacob currently works at MBE Wealth Management, LLC, a firm with over $859 million in regulatory assets under management. Previously, Jacob was a financial advisor at LPL Financial LLC, BMO Harris Financial Advisors, Inc. and Edward Jones. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and has a specialization in retirement planning, college savings, insurance and estate planning.

Firm Information

Jacob Krueger is currently registered with MBE Wealth Management, LLC. MBE Wealth Management, LLC is a registered investment advisor headquartered in Tomah, WI. The firm manages approximately $859.65 million in assets and provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. MBE Wealth Management also offers selection of other advisors and participates in wrap fee programs.
MBE Wealth Management, LLC

200 W. WARREN ST.

TOMAH, WI 54660

$859.65M

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Jacob Krueger’s Registration & Firm History

WI

09/19/2013 - Present

MBE Wealth Management, LLC (REEDSBURG WI)

WI

08/30/2013 - 10/04/2018

LPL FINANCIAL LLC (REEDSBURG WI)

WI

04/11/2012 - 09/04/2013

BMO HARRIS FINANCIAL ADVISORS, INC. (BARABOO WI)

WI

04/14/2008 - 04/10/2012

EDWARD JONES (REEDSBURG WI)

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Licenses & Designations

BOTH

Issued 04/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Adam Krueger.
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