Steven Krueger
Steven Krueger is a registered investment advisor at LPL Financial LLC, based in Baraboo, WI, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
871 Commerce Ave, Baraboo, WI, 53913
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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
Steven is an insurance producer with Retirement Income Planning LLC since 2022, dedicating about a quarter of his time to insurance sales and services. He is also the president of CU Center Toastmasters, spending minimal time each month on public speaking and leadership skills.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Retirement Income Planning LLC
Ae Wealth Management, LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations4 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.