Anne KruegerCRD Number: 1305934
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Anne Krueger (CRD# 1305934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wichita, KS and has over 33 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Bank Of America, N.a.||Wichita, KS||Jul 2011 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wichita, KS||Oct 2009 - Current||8|
|Banc Of America Investment Services, Inc.||Wichita, KS||Jan 1998 - Oct 2009||11|
|Banc Of America Insurance Services, Inc.||Wichita, KS||Jan 1998 - Oct 2009||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY