Timothy
Krueger

United Advisors America

CRD#7267184
Investment Advisor
in Prosper, TX

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About this Advisor

Timothy Krueger is a financial advisor based in Prosper, Texas, working with United Advisors America. Timothy has previously held positions at American Ice Company, Americans For Prosperity, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, United Advisors America, and Alliance America Corporation. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Timothy is part of United Advisors America, which operates out of Prosper, Texas. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

290 S Preston Road Suite 220
Prosper, TX 75078

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United Advisors America Brokerage Details

Total Assets Under Management

$260,175,011

TX Average: $3,042,739,679
Total Number of Employees

27

TX Average: 49
Total Number of Accounts

2,249

TX Average: 2,315
Average Account Size

$115,685

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Timothy Krueger Work History

2022 - Present (3 years)

United Advisors America

2022 - Present (3 years)

Alliance America Corporation

2020 - Present (5 years)

Americans For Prosperity

2020 - 2022 (2 years)

Northwestern Mutual Life Insurance Company

2020 - 2022 (2 years)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

American Ice Company

2017 - 2020 (3 years)

Student

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Disclosures

Please visit the SEC profile of Timothy Krueger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Advisors America

Scott Waechter
Mukwonago, WI
Thomas Barten
Bloomington, MN
Kevin Mahony
Atlanta, GA
Alan Carlson
St. Paul, MN
Michael Dougherty
Prosper, TX
Brian Lamone
Kansas City, MO
Glen Fuller
Prosper, TX
Ashley Daniel
Bradenton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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