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Terry Lee Krueger

Charles Schwab & CO., Inc.

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About Terry Lee Krueger

Terry Krueger is a registered investment advisor with Charles Schwab & Co., Inc. Terry's career in the financial services industry began in March 2010 and encompasses both Broker-Dealer and Investment Advisor roles. Terry is licensed in 17 states and the District of Columbia. In addition to providing financial planning services, Terry also specializes in providing investment advice through Charles Schwab's Wrap Fee program.

Firm Information

Terry Krueger is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Terry Krueger’s Registration & Firm History

OK

02/05/2021 - Present

Charles Schwab & CO., Inc. (Tulsa OK)

OK

03/01/2010 - 07/21/2020

TD AMERITRADE, INC. (TULSA OK)

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Licenses & Designations

BOTH

Issued 12/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Terry Lee Krueger. Review regulatory record here.
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