Joseph Stuart Kruse
Investment adviser representative at Kruse Asset Management, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$146.2MFirm 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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
- Seminars and workshops
Experience
19 years in the industry.
- Kruse Asset Management, LLCJan 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kruse Asset Management, LLC
$146.2MAssets managed
189Clients
3Advisers
1 yearIn 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
- 4024265
- Firm CRD
- 143204