David Kroeninger, financial advisor Menomonee Falls WI

David Kroeninger

CRD Number: 1326537
Current Firm: Lpl Financial LLC

David Kroeninger (CRD# 1326537) is an Investment Advisor Representative working at Lpl Financial LLC in Menomonee Falls, WI and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Menomonee Falls, WI May 2019 - Current 4
David Kroeninger Menomonee Falls, WI Jan 2000 - Current 24
Independent Advisor Alliance, LLC Sussex, WI May 2019 - Apr 2021 1
Various Insurance Carriers For W&r Insurance Agencies Menomonee Falls, WI Feb 1985 - May 2019 34
Waddell & Reed, Inc. Sussex, WI Nov 1984 - May 2019 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David A. Kroeninger
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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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