Samuel Kruschel, financial advisor Milwaukee WI
96 score

Samuel Kruschel

CRD Number: 5586877
Current Firm: Hogan Financial

Samuel Kruschel (CRD# 5586877) is an Investment Advisor Representative working at Hogan Financial in Milwaukee, WI and has over 9 years of experience in the finance industry. Samuel Kruschel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Hogan Financial Milwaukee, WI Dec 2017 - Current < 1
Mass Mutual Milwaukee, WI Jun 2013 - Dec 2017 4
Mml Investors Services Milwaukee, WI Jun 2013 - Dec 2017 4
Morgan Stanley Waukesha, WI Aug 2012 - May 2013 < 1
Wells Fargo Advisors LLC Waukesha, WI May 2009 - Aug 2012 3
Wachovia Securities Waukesha, WI Sep 2008 - May 2009 < 1
Wachovia Securities Waukesha, WI Aug 2008 - May 2009 < 1
Us Bancorp Fund Services, LLC Milwaukee, WI Dec 2002 - Aug 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Samuel P. Kruschel
Phone Number: 414-352-9111
Registered State(s):
  • IL
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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