Jeffrey Krueg, financial advisor Chandler AZ
93 score

Jeffrey Krueg

CRD Number: 1300805
Current Firm: Dynamic Wealth Advisors

Jeffrey Krueg (CRD# 1300805) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Chandler, AZ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Scottsdale, AZ Jan 2013 - Current 3
Unemployed Chandler, AZ Dec 2011 - Jan 2013 1
Purshe Kaplan Sterling Investments Albany, NY Mar 2008 - Nov 2011 3
Wealthtrust Az LLC Scottsdale, AZ Nov 2006 - Nov 2011 5
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Mar 2008 2
Degreen Wealth Mgmt Scottsdale, AZ Nov 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Jeffrey E. Krueg
Phone Number: (877) 257-3840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    538
    MILLIONS
  • Total Number of Accounts
    3,397
    ACCOUNTS
  • Average Account Value
    $158,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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