TrueAdvisor
TrueAdvisor
CK
CK

Curtis Krueger

Gladstone Wealth Partners
32 Years of Experience
Omaha, NE
1 DisclosureBroker
View SEC Summary
View SEC Summary

Curtis Krueger is a registered investment advisor at Gladstone Wealth Partners, based in Omaha, NE, with 32 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12801 Pierce St, #100, Omaha, NE, 68144

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Curtis is involved in several business entities, including Silver Lining Wealth Management, Silverleaf Wealth Management, Silver Lining Properties LLC, Gladstone Institutional Advisory (where he spends nearly full-time providing investment advisory services), Silver Lining Holdings L.L.C., and Hickory Holdings LLC (real estate rental). These activities are primarily for tax/investment purposes or related to his investment advisory role.

Employment History
Current Registrations
Gladstone Wealth Partners
March 2022 - Present · 4 yrs 7 mos
LPL Financial LLCBroker
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Silverleaf Advisor Group, LLC
January 2017 - March 2022 · 5 yrs 2 mos
Wealthplan Partners
April 2015 - May 2017 · 2 yrs 1 mo
Waddell & Reed
January 2009 - April 2015 · 6 yrs 3 mos
Waddell & ReedBroker
January 2009 - April 2015 · 6 yrs 3 mos
TD Ameritrade, INC.Broker
April 2006 - June 2008 · 2 yrs 2 mos
Ameritrade Northwest, INC.Broker
January 2004 - July 2004 · 6 mos
Amerivest Investment Management, LLC
March 2003 - June 2008 · 5 yrs 3 mos
Ameritrade, INC.Broker
January 2002 - April 2006 · 4 yrs 3 mos
AmeritradeBroker
November 2001 - December 2001 · 1 mo
Nebraska Hudson Company, INC.Broker
September 2001 - December 2001 · 3 mos
Ameritrade Institutional Services, INC.Broker
March 2000 - October 2000 · 7 mos
Accutrade INC.Broker
September 1993 - December 2001 · 8 yrs 3 mos
State Registrations6 states
CAIAILMNNESC
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Omaha, NE →All financial advisors in Nebraska →