Samuel KruschelCRD 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.
Fortress Planning Group
Marietta Investment Partners, LLC
|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|
Total Assets Under Management230MILLIONS
Total Number of Accounts538ACCOUNTS
Average Account Value$427,517
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, TX, WI
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