RK
RK

Robyn Kreuer

14 Years of Experience
Scottsdale, AZ
Sells Insurance

Robyn Kreuer is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 14 years of industry experience. Robyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,040 clients
Average Client Portfolio
$512K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable.

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

6439 E Kathleen Rd, Scottsdale, AZ, 85254

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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

Robyn owns rental properties since 2013 and works as an insurance agent since 2012, dedicating minimal time to each activity. The rental property is not investment-related.

Employment History
Current Registrations
Verus Capital Partners, LLC
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Verus Capital Partners, LLC
March 2013 - December 2014 · 1 yr 9 mos
Securities America, INC.Broker
February 2013 - October 2020 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - February 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - February 2013 · 1 yr 4 mos
State Registrations2 states
AZTX
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.
Robyn Kreuer - Financial Advisor | TrueAdvisor