Curtis Lynn Krueger

Gladstone Wealth Partners

31 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving

Gladstone Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

97 advisors

Number of Clients

7,910 clients

Average Client Portfolio

$625K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:None

Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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History

Regulatory History (1)

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Customer Dispute

February 2022

Settled

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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 · 3 yrs 11 mos

LPL Financial LLCBroker

April 2015 - Present · 10 yrs 10 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

Exams

No exam information available for this advisor.