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Theresa Anne Krueg

Dynamic

Chandler, AZ

Phoenix, AZ

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Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-02-27
  • AZ RA
    APPROVED
    Since 2023-02-27

Branch Locations

3100 W Ray Road Suite 201, Chandler, AZ 85226 • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dynamic Wealth Advisors Dba Hanei Private Wealth Advisors Phoenix AZ 01/2013 10/2020
Autus Asset Management, Llc Scottsdale AZ 10/2020 02/2023
Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors Phoenix AZ 02/2023 Present
  • 01/2013 → 10/2020
    Dynamic Wealth Advisors Dba Hanei Private Wealth Advisors
    Phoenix, AZ
  • 10/2020 → 02/2023
    Autus Asset Management, Llc
    Scottsdale, AZ
  • 02/2023 → Present
    Dynamic Wealth Advisors Dba Renatus Private Wealth Advisors
    Phoenix, AZ
Previous Registrations
  • 2020-12-09 → 2023-02-23
    Autus Asset Management, Llc
    Scottsdale, AZ
  • 2013-01-28 → 2020-12-31
    Chandler, AZ
    Phoenix, AZ
    Chandler, AZ
  • 2006-12-19 → 2012-09-24
    Wt Arizona Securities, Llc
    Scottsdale, AZ
  • 2003-01-30 → 2006-12-07
    Wealth Trust - Arizona Llc
    Scottsdale, AZ
Other Businesses

KRUEG ENTERPRISES LLC, IS USED FOR TAX PURPOSES FOR INVESTMENT ADVISORY BUSINESS, FINANCIAL PLANS AND SERVICES AS IAR AFFILIATION WITH DYNAMIC WEALTH ADVISORS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-26
S63 Uniform Securities Agent State Law Examination 1998-04-11
  • S66 Uniform Combined State Law Examination
    2002-11-26
  • S63 Uniform Securities Agent State Law Examination
    1998-04-11
Other Names
  • Theresa Anne Goonan
  • Theresa Anne Standart

View on SEC IAPD

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