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Stephanie Wilke Krueger

Investment adviser representative at Martin Capital Advisors, LLP
15 yearsExperience
1 stateRegistered in
$181.9MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Martin Capital Advisors, LLPOct 2013 to now
  2. Christus Santa Rosa Friends FoundationMar 2011 to now

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 (TX).

Martin Capital Advisors, LLP

$181.9MAssets managed
84Clients
7Advisers
5 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
4895255
Firm CRD
108529
Advisor's SEC record (opens in a new tab)
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