John Krueger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Appleton, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works with Wintrust Investments as a DBA for LPL Business since September 2024. This is an investment-related activity and takes nearly all of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wintrust Investments LLCBroker
Wintrust Investments
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Harbour Investments, INC.Broker
Secura Investments, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 states
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