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Kevin Kruger

37 Years of Experience
Bloomington, MN
Sells Insurance

Kevin Kruger is a registered investment advisor at Kruger Wealth Management, INC., based in Bloomington, MN, with 37 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management

Kruger Wealth Management does not directly manage your investments. Instead, Kruger Wealth Management refers you to third-party investment advisory firms, who charge a fee based on the value of your portfolio. Kruger Wealth Management receives a portion of that fee as a referral fee. The total fee you pay covers both the money manager's fee and Kruger Wealth Management's referral fee.

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Location

6018 Timberglade Cir, Bloomington, MN, 55438

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is an independent insurance agent selling fixed insurance products. This activity takes about a quarter of his time.

Employment History
Current Registrations
Kruger Wealth Management, INC.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Sii Investments, INC.
October 2013 - October 2017 · 4 yrs
Sii Investments, INC.Broker
October 2013 - October 2017 · 4 yrs
Geneos Wealth Management, INC.
March 2005 - October 2013 · 8 yrs 7 mos
Geneos Wealth Management, INC.Broker
February 2005 - October 2013 · 8 yrs 8 mos
Sunamerica Securities, INC.Broker
December 2001 - February 2005 · 3 yrs 2 mos
Walnut Street Securities, INC.Broker
March 2000 - December 2001 · 1 yr 9 mos
Financial Network Investment CorporationBroker
October 1997 - March 2000 · 2 yrs 5 mos
Financial Network Investment CorporationBroker
July 1995 - August 1997 · 2 yrs 1 mo
Walnut Street Securities, INC.Broker
June 1994 - May 1995 · 11 mos
Walnut Street Securities, INC.Broker
June 1990 - May 1994 · 3 yrs 11 mos
Robert Thomas Securities, INCBroker
March 1989 - November 1989 · 8 mos
John G. Kinnard and Company, IncorporatedBroker
October 1986 - July 1988 · 1 yr 9 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.