Krueger Financial

Overview

Krueger Financial is organized as a corporation and operates as an independent registered investment adviser owned by an individual. The firm combines advisory work with broker-dealer and insurance brokerage activities, and lists financial planning services as a core advisory offering. Its client mix includes both individual and family clients as well as institutional relationships. Fee arrangements are described as fixed fees rather than percentage-based asset fees. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator in the sense of running a multi-manager platform. Krueger Financial’s dual roles as an RIA, registered representative of a broker-dealer, and insurance broker suggest a business model that blends investment advice, product distribution, and insurance planning. That combination can drive use of both mutual funds and insurance-linked solutions alongside third-party alternative fund placements.

Assets & Accounts

Investments & Alternatives

Location & Offices