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Travis Krueger

Alternative Investment Advisors, LLC
19 Years of Experience
Sioux Falls, SD
Sells Insurance
View SEC Summary
View SEC Summary

Travis Krueger is a registered investment advisor at Alternative Investment Advisors, LLC, based in Sioux Falls, SD, with 19 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,424 clients with $390M in assets under management.

Alternative Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,424 clients
Average Client Portfolio
$271K average
Assets Under Management
$385.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.25% to 2.50% of assets under management, billed quarterly in advance. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5002 South Broadband Lane, Suite 100, Sioux Falls, SD, 57108

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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

Travis is an advisor at Swenson Wealth Management, which sells life insurance and securities investments, taking nearly full-time. He also owns and brokers for Swenson Investments & Commodities, a commodity brokerage firm, also taking nearly full-time.

Employment History
Current Registrations
Alternative Investment Advisors, LLC
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Aegis Wealth Management, LLC
January 2016 - March 2018 · 2 yrs 2 mos
Kingsview Asset Management, LLC
April 2009 - September 2013 · 4 yrs 5 mos
Vision Brokerage Services, LLCBroker
April 2009 - November 2019 · 10 yrs 7 mos
Raymond James Financial Services Advisors, INC
January 2009 - April 2009 · 3 mos
Raymond James Financial Services
January 2008 - January 2009 · 1 yr
Raymond James Financial Services, INC.Broker
August 2007 - April 2009 · 1 yr 8 mos
State Registrations4 states
IAMNNESD
Advisor

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.

Exams
No exam information available for this advisor.
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