Keith
Krueger

Sowell Management

CRD#703775
Investment Advisor
in North Little Rock, AR

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About this Advisor

Keith Krueger is a financial advisor located in North Little Rock, Arkansas. Currently a registered investment advisor at Sowell Management, Krueger has 10 years of work experience. Krueger has Series 63 and Series 66 licenses, certifying them as a securities agent. Krueger can operate in Arkansas. The advisor has gained experience at Harborlight Capital, Dewaay Financial Network, Dewaay Advisory, International Assets Advisory LLC, Aria Capital Advisors, LLC, Iaa, Still Point Capital, Tobin & Company Securities LLC, Concert Wealth Management, Inc, Concordius Capital Holdings, International Assets Advisory, LLC, Sowell Management Services and Labrunerie Financial Services, Inc. Sowell Management is located in North Little Rock, Arkansas, and operates out of 49 additional brick-and-mortar locations in the nation. As an advisor firm, Sowell Management manages $2 billion in assets covering 10,321 accounts and retains more than 161 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 10,170 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Sowell Management offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5320 Northshore Drive
North Little Rock, AR 72118

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

AR Average: $880,205,985
Total Number of Employees

161

AR Average: 42
Total Number of Accounts

10,321

AR Average: 1,714
Average Account Size

$210,820

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Keith Krueger Work History

Keith has 10 years of experience.

2017 - Present (4 years)

Sowell Management Services

2017 - Present (4 years)

Labrunerie Financial Services, Inc

2016 - 2017 (1 year)

International Assets Advisory, LLC

2015 - 2016 (1 year)

Tobin & Company Securities LLC

2015 - 2016 (1 year)

Concert Wealth Management, Inc

2013 - 2016 (3 years)

Concordius Capital Holdings

2012 - 2015 (3 years)

Still Point Capital

2011 - 2011 (< 1 year)

Aria Capital Advisors, LLC

2011 - 2013 (2 years)

Iaa

2010 - 2011 (1 year)

Harborlight Capital

2010 - 2010 (< 1 year)

Dewaay Financial Network

2010 - 2010 (< 1 year)

Dewaay Advisory

2010 - 2011 (1 year)

International Assets Advisory LLC

Disclosures

Keith Krueger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Chris Clark
North Little Rock, AR
Matthew Mcmahon
Flagstaff, AZ
Brady Buskirk
Gig Harbor, WA
Samuel Kornstein
Boston, MA
Lewis Partridge
Benton, AR
John Gathright
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Jessica Poynter
Little Rock, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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