Krueger Financial Services, Inc.
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ADV data as of Jan 29, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 359
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 300 | $0 | — |
| High net worth individuals | 50 | $0 | — |
| Pension and profit sharing plans | 3 | $0 | — |
| Charitable organizations | 1 | $0 | — |
| Corporations and other businesses | 5 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kimberly Anne Krueger | Registered representative | CFP | Jul 2012 (14y) | |
| Timothy Daniel Hill | Registered representative | CFP | Jul 2012 (14y) | |
| Eric John Krueger | Registered representative | CFP | Mar 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗