Kevin Kroeger, financial advisor Chicago IL
89 score

Kevin Kroeger

CRD Number: 6238662
Current Firm: William Blair & Company LLC

Kevin Kroeger (CRD# 6238662) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
William Blair Chicago, IL Feb 2016 - Current < 1
Citigroup Global Markets Inc. San Francisco, CA Jun 2013 - Current 3
Citigroup Chicago, IL Feb 2014 - Feb 2016 2
Citibank.n.a San Francisco, CA Aug 2013 - Feb 2014 < 1
Marquette University Milwaukee, WI Jan 2013 - Jun 2013 < 1
Geneva Capital Management Milwaukee, WI Jun 2012 - Dec 2012 < 1
Marquette University Milwaukee, WI Aug 2011 - May 2012 < 1
Cnh Capital Racine, WI May 2011 - Aug 2011 < 1
University Of Southern Denmark Sonderborg, Jan 2011 - May 2011 < 1
Marquette University Milwaukee, WI Aug 2010 - Dec 2010 < 1
Pizza Hut Indianapolis, IN May 2010 - Aug 2010 < 1
Milwaukee Admirals Milwaukee, WI Sep 2009 - Apr 2010 < 1
Wauwatosa Recretaion Department Wauwatosa, WI Sep 2009 - Jan 2010 < 1
Pizza Hut Indianapolis, IN May 2009 - Aug 2009 < 1
Marquette University Milwaukee, WI Aug 2008 - May 2009 < 1
Unemployed Indianapolis, IN Jun 2008 - Aug 2008 < 1
Brebeuf Jesuit Preparatory School Indianapolis, IN Aug 2007 - Jun 2008 < 1
Quizno's Subs Indianapolis, IN May 2007 - Aug 2007 < 1
Brebeuf Jesuit Preparatory School Indianapolis, IN Apr 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Kevin A. Kroeger
Phone Number: 312-236-1600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,328
    MILLIONS
  • Total Number of Accounts
    11,816
    ACCOUNTS
  • Average Account Value
    $1,381,897
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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