Chad Kruse, financial advisor Dubuque IA
93 score

Chad Kruse

CRD Number: 3117191
Current Firm: Nations Financial Group, Inc.

Chad Kruse (CRD# 3117191) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Nations Financial Group, Inc. Cedar Rapids, IA Jun 2016 - Current < 1
Core Investments Group Dubuque, IA Sep 2015 - Current 1
Producers Financial Group Midwest Freeport, IL Dec 2004 - Current 12
Vsr Financial Services, Inc. Overland Park, KS Jul 2010 - Jun 2016 5
Vsr Advisory Services, Inc. Overland Park, KS Jul 2010 - Jun 2016 5
Bernardi Investment Services, Inc. Dubuque, IA Aug 1998 - Sep 2015 17
Tnbc Bisys Commissions Through Berthel Fisher Dubuque, IA Jan 2003 - Jul 2010 7
Berthel, Fisher & Company Financial Services, Inc. Galena, IL Aug 1998 - Jul 2010 11
Galena Golf Club Board Member Galena, IL Oct 2007 - Nov 2007 < 1
Golf Fundraiser/tournament Galena, IL Aug 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Chad J. Kruse
Phone Number: 319-393-9541
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    597
    MILLIONS
  • Total Number of Accounts
    2,477
    ACCOUNTS
  • Average Account Value
    $241,135
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI

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

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