KRUGER WEALTH MANAGEMENT, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
290488
Fee structure
Other
Services
Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kruger Wealth Management, Inc. is organized as a corporation under individual ownership and operates with a mix of insurance brokerage and advisory activities. The firm lists core advisory services as financial planning, selection of other advisers (manager-of-managers or allocator activity), and educational seminars or workshops for clients. It identifies as a capital allocator and maintains an industry affiliation with an insurance company, which suggests its business blends product distribution with advisory guidance rather than acting solely as a traditional, multi-state registered RIA. The firm does not report active ESG investing and is not identified as a multi-state adviser. Its fee structure is categorized as "Other," and it does not position itself as a pension consultant or related adviser. SEC registration year is not provided.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • KEVIN KRUGER

    OwnerCRD 1565967

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
6018 Timberglade Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth