Patricia Krueger is a registered investment advisor at Gladstone Wealth Partners, based in Omaha, NE, with 30 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
12801 Pierce St, #100, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia operates under Silverleaf Wealth Management as a DBA for her LPL business and provides administrative support to Silverleaf Advisor Group, spending about half her time on the latter. She also provides investment advisory services through Gladstone Institutional Advisory, dedicating nearly full-time hours to this activity, and is involved with Hickory Holdings LLC and Silver Lining Properties LLC for real estate rentals.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Wealthplan Partners
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Smith Hayes Financial Services CorporationBroker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Smith Barney INC.Broker
Accutrade INC.Broker
State Registrations3 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.