TrueAdvisor
TrueAdvisor
AK
AK

Alan Robert Kreuzberger

Envestnet Pmc
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Envestnet Pmc
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Envestnet Pmc
February 2014 - Present · 12 yrs
Previous Registrations
Portfolio Brokerage Services, INC.Broker
February 2014 - January 2020 · 5 yrs 11 mos
Strategic Advisers, INC.
June 2012 - June 2013 · 1 yr
Fidelity Brokerage Services LLCBroker
September 2011 - June 2013 · 1 yr 9 mos
Morgan Stanley Smith Barney LLC
June 2010 - June 2011 · 1 yr
Morgan Stanley Smith BarneyBroker
May 2010 - June 2011 · 1 yr 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.