Steven
Krueger
Ae Wealth Management, LLC
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About this Advisor
Steven Krueger is a financial advisor based in Madison, Wisconsin. Krueger works at Ae Wealth Management, LLC. Krueger has gained experience at Cuna Brokerage Services, Inc, Retirement Income Planning LLC, Cuna Mutual Group and Ae Wealth Management, LLC. Krueger holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Ae Wealth Management, LLC is a financial advisory business that has its headquarters in Topeka, KS. It has offices in 450 locations and a total of 571 financial advisors. It controls $19 billion in assets under management among its 160,475 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 71 charities and foundations. Of its 160,475 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Ae Wealth Management, LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on which service is offered. However, fee types charged by Ae Wealth Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Krueger Work History
Steven has been registered as a financial advisor for 0 years.*
Ae Wealth Management, LLC
Retirement Income Planning LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Cuna Mutual Group
Cuna Mutual Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven 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 Ae Wealth Management, LLC
York, PA
Denver, CO
Mesa, AZ
Midvale, UT
Topeka, KS
Platte City, MO
Rossville, KS
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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