Matthew
Krueger
Wealthspire Advisors
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About this Advisor
Matthew Krueger is a financial advisor based in Appleton, Wisconsin, working with Wealthspire Advisors. Matthew has previously held positions at the University Of Wisconsin Madison, Costco Wholesale, Menasha Packaging, and Wealthspire Advisors. Matthew has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Matthew is part of Wealthspire Advisors, which operates out of Appleton, Wisconsin. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Krueger Work History
Wealthspire Advisors
University Of Wisconsin Madison
Wealthspire Advisors
University Of Wisconsin Madison
Menasha Packaging
Costco Wholesale
University Of Wisconsin Madison
Disclosures
Please visit the SEC profile of Matthew 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 Wealthspire Advisors
West Hartford, CT
New York, NY
Reston, VA
Reston, VA
Potomac, MD
New York, NY
Delafield, WI
Potomac, MD
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