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 is a financial advisor with over 25 years of experience in the industry. Thomas Krueger is a Registered Representative with Creative Planning. Thomas Krueger has previously been registered with several firms including Northwestern Mutual Investment Services, LLC, Cabot Lodge Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, Robert W. Baird & Co. Incorporated, and Olde Discount Corporation. Thomas Krueger has passed multiple exams including the Series 63, 66, 24, 7, and SIE and holds the designation Chartered Financial Consultant. Thomas Krueger's specializations include retirement planning, investment management, insurance planning, estate planning, and college planning.
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.
A percentage of the total value of assets under management is charged.
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WI
12/20/2024 - Present
Creative Planning (Brookfield WI)
WI
05/06/2020 - 12/21/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
05/29/2018 - 09/12/2019
CABOT LODGE SECURITIES LLC (MENOMONEE FALLS WI)
WI
11/02/2016 - 04/06/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BROOKFIELD WI)
WI
01/31/1994 - 12/18/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MI
10/08/1993 - 04/13/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 11/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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