Unclaimed
John Fredrick Krueger is a financial advisor with over 37 years of experience in the financial services industry. John is currently registered with LPL Financial LLC and has previously worked with firms like Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Harbour Investments, Inc., and Secura Investments, Inc.. John is a Certified Financial Planner and holds the Series 6, 7, 10, 22, 63, and 65 licenses as well as the SIE certification. John Krueger focuses on providing financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/23/2025 - Present
LPL Financial LLC (APPLETON WI)
WI
10/16/1998 - 01/30/2007
WACHOVIA SECURITIES, LLC (APPLETON WI)
MO
06/25/1991 - 10/20/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WI
07/12/1990 - 07/10/1991
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
01/13/1986 - 07/23/1990
SECURA INVESTMENTS, INC. (APPLETON WI)
NA
06/10/1985 - 02/25/1986
PRUCO SECURITIES CORPORATION
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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