Thomas
Krueger
Kowal Investment Group, LLC
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About this Advisor
Thomas Krueger is a financial advisor based in Brookfield, Wisconsin, working with Kowal Investment Group, LLC. Thomas has previously held positions at Tiaa, Wells Fargo Bank, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Mutual Securities, Inc, Kowal Investment Group, LLC, Us Bank, Robert W. Baird & Co. Inc, Cabot Lodge Securities LLC, Cl Wealth Management LLC, and Prime Lending. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Thomas is part of Kowal Investment Group, LLC, which operates out of Brookfield, Wisconsin. The firm has 5 offices and 22 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. 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 Kowal Investment Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kowal Investment Group, LLC Brokerage Details
$1,108,665,418
22
4,527
$244,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Thomas Krueger Work History
Mutual Securities, Inc
Kowal Investment Group, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Cabot Lodge Securities LLC
Cl Wealth Management LLC
Wells Fargo Bank
Us Bank
Prime Lending
Tiaa
Tiaa
Robert W. Baird & Co. Inc
Disclosures
Please visit the SEC profile of Thomas 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 Kowal Investment Group, LLC
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
Brookfield, WI
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