Susan Kroger is a CFP-designated registered investment advisor at Intentional Finance, LLC, based in Albuquerque, NM, with 23 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 121 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intentional Finance's fee for managing your investments will not exceed 2.50% of your account balance annually. The actual fee is negotiable and will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter.
Location
7770 Jefferson St NE, Suite 430, Albuquerque, NM, 87109
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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 Activities
Susan owns a rental property since 2010. She dedicates minimal time to this activity.
Employment History
Current Registrations
Intentional Finance, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations2 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.