Matthew Krueger (CRD# 6988930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phillips, WI and has over 4 years of experience in the finance industry.
CRD# 1363568
Harbour Investments, Inc.
CRD# 5295887
J. W. Cole Advisors, Inc.
CRD# 4238870
State Farm Investment Management Corp.
| 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 | 5 |
| 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 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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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