Kimberly Krueger
Kimberly Krueger is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Phoenix, AZ, with 19 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
15215 South 48th Street, Suite 170, Phoenix, AZ, 85044
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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
Kimberly sells fixed insurance, dedicating minimal time to it. She is also a co-owner of Ascent Financial, LLC (DBA Krueger Financial Services) and Krueger Properties Holding, spending about 20% of her time on Ascent Financial and minimal time on Krueger Properties Holding.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Krueger Financial
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Sagepoint Financial, INC.
American General Securities IncorporatedBroker
Sagepoint Financial, INC.Broker
State Registrations37 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.