CK
CK

Chad Joseph Kruse

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

40 Main St., Suite 103, Dubuque, IA, 52001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Chad is an insurance agent with Producers Financial Group Midwest, selling life and long-term care insurance, dedicating minimal time. He is also the President/Co-Owner of Core Investments Group, spending nearly full-time on client relationship development and management.

Employment History
Current Registrations
Nations Financial Group, INC.
June 2016 - Present · 9 yrs 8 mos
Nations Financial Group, INC.Broker
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Vsr Advisory Services
July 2010 - June 2016 · 5 yrs 11 mos
Vsr Financial Services, INC.Broker
July 2010 - June 2016 · 5 yrs 11 mos
Berthel Fisher & Company Financial Services, INC.
March 2001 - July 2010 · 9 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
September 1998 - July 2010 · 11 yrs 10 mos
State Registrations22 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.