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 3 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|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
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