Joseph Krugel
Joseph Krugel is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wilkes Barre, PA, with 36 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
100 N Wilkes Barre Blvd, Ste 312, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (7)
Customer Dispute
February 2011Customer Dispute
May 2007Customer Dispute
March 2007Customer Dispute
January 2005Customer Dispute
November 2004Customer Dispute
August 2004Customer Dispute
June 2004Other Business Activities
Joseph is involved in several "other" business activities at the same address since 2001, 2005, and 2007, respectively. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations6 states
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
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