Curtis Krueger (CRD# 2237386) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 30 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Gladstone Wealth Partners | Omaha, NE | Feb 2022 - Current | 2 |
Lpl Financial, LLC | Omaha, NE | Apr 2015 - Current | 9 |
Various Insurance Carriers For W & R Insurance Agencies | Plattsmouth, NE | Feb 2009 - Current | 15 |
Silverleaf Advisor Group, LLC | Omaha, NE | Jan 2017 - Mar 2022 | 5 |
Wealthplan Partners | Omaha, NE | Apr 2015 - Apr 2017 | 2 |
Silver Lining Properties LLC | Plattsmouth, NE | Nov 2010 - Feb 2016 | 5 |
Waddell And Reed, Inc. | Omaha, NE | Dec 2008 - Apr 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1993 |
S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management4,004MILLIONS
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Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- A percentage of assets under your management
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