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ChFC

Terri Krueger

Private Advisor Group, LLC
17 Years of Experience
Delray Beach, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Terri Krueger is a ChFC-designated registered investment advisor at Private Advisor Group, LLC, based in Delray Beach, FL, with 17 years of industry experience. Terri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

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

Delray Beach, FL

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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

Terri is an investment advisor representative (IAR) for Private Advisors Group and provides investment advisory services through Krueger Advisors, LLC. She also engages in various insurance-related activities, including selling life, health, dental, vision, disability, long-term care, and fixed annuity insurance products, dedicating a significant portion of her time to these endeavors.

Employment History
Current Registrations
Private Advisor Group, LLC
August 2014 - Present · 12 yrs 2 mos
LPL Financial LLCBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
LPL Financial LLC
May 2025 - September 2025 · 4 mos
Nationwide Securities, LLCBroker
June 2010 - March 2014 · 3 yrs 9 mos
Metlife Securities INC.Broker
December 2008 - May 2010 · 1 yr 5 mos
State Registrations13 states
COFLGAMNMONCNJNYOHTNTXVAWA
AdvisorBrokerBoth

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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