Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Krueger is an experienced financial advisor with over 18 years in the industry. Kimberly is currently registered with Commonwealth Financial Network and Krueger Financial. Kimberly is a CERTIFIED FINANCIAL PLANNER™ professional who provides financial planning services to individual and corporate clients. Kimberly is a dedicated professional who is passionate about helping individuals achieve their financial goals. Prior to joining Commonwealth Financial Network, Kimberly was an Investment Advisor Representative with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., LPL FINANCIAL LLC, and NATIONAL PLANNING CORPORATION. Kimberly is a licensed professional in over 40 states.
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.
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.
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2
AZ
07/02/2024 - Present
Commonwealth Financial Network (Tempe AZ)
AZ
09/01/2023 - 07/07/2024
OSAIC WEALTH, INC. (TEMPE AZ)
AZ
04/16/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
11/29/2017 - 04/23/2018
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
04/20/2010 - 11/29/2017
NATIONAL PLANNING CORPORATION (PHOENIX AZ)
AZ
04/11/2006 - 04/15/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
01/02/2008 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 01/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/08/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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