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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2016-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel A. Krueger Insurance Sales | Brookfield | WI | 08/1991 | Present |
| Provident Ins. Group | West Allis | WI | 03/2010 | Present |
| Harbour Investments, Inc | Madison | WI | 05/2016 | Present |
1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Krueger Wealth Services - DBA 3)Krueger Wealth Services | 32625 Vista View Lane, Burlington, WI 53105 | Owner / Tax preparer | Description: Prepare individual tax returns for clients | Beginning 2/2005 | 4 hours per month, 2 during trading hours | Paid position | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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