Thomas Robert Krueger
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Creative Planning, LLCDec 2024 to now
- Kowal Investment Group, LLCDec 2020 to Dec 2024
- Northwestern Mutual Investment Services, LLCMay 2020 to Dec 2020
- Northwestern Mutual Life Insurance CompanyApr 2020 to Dec 2020
- Mutual Securities, Inc.Jan 2020 to Dec 2024
- UnemployedSep 2019 to Mar 2020
- Cabot Lodge Securities LLCMay 2018 to Aug 2019
- Cl Wealth Management LLCMay 2018 to Aug 2019
- Wells Fargo BankDec 2017 to Mar 2018
- US BankJul 2017 to Dec 2017
- Prime LendingMay 2017 to May 2017
- TIAAOct 2016 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2401511
- Firm CRD
- 105348