Matthew Krueger, financial advisor Phillips WI

Matthew Krueger

CRD Number: 6988930
Current Firm: Osaic Wealth, Inc.

Matthew Krueger (CRD# 6988930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phillips, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Medford, WI Jan 2024 - Current < 1
Lakeside Financial Consultants, Inc. Phillips And Medford, WI Jun 2018 - Current 6
Woodbury Financial Services Inc. Medford, WI Jul 2018 - Jan 2024 5
Lakeland Union High School Minocqua, WI Aug 2016 - Oct 2019 3
Lac Du Flambeau Pubublic School District Lac Du Flambeau, WI Aug 2016 - Jun 2019 2
Laona Public School District Laona, WI Aug 2013 - Aug 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Matthew G. Krueger
Phone Number: 800-821-5100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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