Kevin KroegerCRD 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 2 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|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|
Total Assets Under Management16,328MILLIONS
Total Number of Accounts11,816ACCOUNTS
Average Account Value$1,381,897
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.