Daniel Krueger
Daniel Krueger is a registered investment advisor at Harbour Investments, INC., based in Burlington, WI, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
32625 Vista View Dr, Burlington, WI, 53105
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel sells property and casualty insurance policies through Provident Insurance Group and other insurance products through Krueger Wealth Services, dedicating a few hours per week to each. He also prepares individual tax returns, spending minimal time on this activity.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Annex Wealth Management, LLC
H. Beck, INC.Broker
H. Beck, INC.
LPL Financial CorporationBroker
LPL Financial Corporation
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Sentry Equity Services, INC.Broker
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.