Planning your financial future can be intimidating. Fortunately, you don't have to do it alone. Kruse Financial Group is a multi-generation planning firm of trained professionals in the Dakota Dunes area who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. So how do we get started?
Let's talk. It all begins with a simple conversation. We'll get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest. We'll try our best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.
Ask lots of questions. Go ahead, we don't mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make.
You make the decisions: While this is very much a team approach, there's never any doubt who's in charge. We'll analyze your needs, review your coverage, and supply all the information-but every decision is absolutely yours.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
330 Oak Tree Lane
Suite B
Dakota Dunes, SD 57049
605-242-3200
I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
I'm authorized to offer life insurance, long term care, and lifetime income annuity products from New York Life to AARP members.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Sioux City Fire Department | North Sioux City, SD | Jan 2018 - Current | 6 |
| Eagle Strategies LLC | Dakota Dunes, SD | Mar 2015 - Current | 9 |
| Kruse Financial Group | Dakota Dunes, SD | Mar 2015 - Current | 9 |
| New York Life Insurance Company | Sioux Falls, SD | Dec 2014 - Current | 9 |
| Nylife Securities LLC | Sioux Falls, SD | Dec 2014 - Current | 9 |
| Zorts Powersource Fireworks | North Sioux City, SD | Jan 2017 - Sep 2017 | < 1 |
| Western Iowa Tech Community College | Sioux City, IA | Jan 2017 - Sep 2017 | < 1 |
| The Gardens | Arnolds Park, IA | Sep 2014 - Nov 2014 | < 1 |
| Zorts Fireworks | North Sioux City, SD | Jun 2006 - Aug 2014 | 8 |
| The Bar | Lincoln, NE | Jun 2013 - May 2014 | < 1 |
| University Of Nebraska | Lincoln, NE | Jan 2013 - May 2014 | 1 |
| University Of Nebraska | Lincoln, NE | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- SD
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
I am not licensed in all jurisdictions.
*Neither Kruse Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
**Kruse Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.
About Wealthminder
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 derived from SEC.gov data covering 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.
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.