Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Krueger has been a financial advisor for over 25 years. Thomas has a wide range of experience in the financial services industry, including working with individuals, families, and businesses. Thomas is a registered representative of Santa Cruz Wealth Management Inc. Thomas has also worked with several other firms, including Edward Jones, Ladenburg Thalmann & Co. Inc., VFG Securities, Inc., and Financial West Group. Thomas is a licensed Investment Advisor Representative and holds a Series 63 and 65 licenses. Thomas has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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
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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CA
06/20/2023 - Present
Santa Cruz Wealth Management Inc. (WESTLAKE VILLAGE CA)
CA
09/27/2019 - 06/19/2023
EDWARD JONES (WESTLAKE VILLAGE CA)
CA
04/05/2017 - 09/17/2019
LADENBURG THALMANN & CO. INC. (CALABASAS CA)
CA
11/18/2013 - 03/31/2017
VFG SECURITIES, INC. (CULVER CITY CA)
CA
01/18/2017 - 02/03/2017
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
CA
06/18/2014 - 12/31/2016
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
NJ
01/27/2016 - 09/08/2016
GOVDESK, LLC (NEWARK NJ)
AZ
02/11/2016 - 02/29/2016
MUTUAL SECURITIES, INC. (TUCSON AZ)
CA
10/25/2011 - 03/14/2013
HUB INTERNATIONAL INVESTMENT SERVICES INC. (WESTLAKE VILLAGE CA)
CA
08/31/2009 - 10/24/2011
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
CA
07/31/2006 - 04/23/2009
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
NV
04/05/2000 - 08/09/2004
FINANCIAL WEST GROUP (RENO NV)
CA
02/27/1998 - 04/05/2000
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
AZ
06/09/1997 - 02/23/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/10/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/17/1999
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 09/04/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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