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Michael Christopher Krueger

Adaptive Financial Consulting, LLC

Beachwood, OH

CRD 2938876

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Employer firm

Adaptive Financial Consulting, LLC CRD 288185

$547M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Adaptive Financial Consulting, Llc

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-09-29
TX RA APPROVED 2019-09-28
  • OH RA
    APPROVED
    Since 2019-09-29
  • TX RA
    APPROVED
    Since 2019-09-28

Branch Locations

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • 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
Michael C Krueger Chagrin Falls OH 04/2011 Present
Nationwide Financial Columbus OH 04/2016 Present
Nsllc Columbus OH 04/2016 12/2016
Michael Krueger Insurance Agency Llc Chagrin Falls OH 05/2014 Present
Stratos Wealth Advisors Beachwood OH 12/2016 09/2019
Adaptive Financial Consulting, Llc Beachwood OH 09/2019 Present
Stratos Wealth Partners Beachwood OH 12/2016 09/2019
Michael Krueger Chagrin Falls OH 05/2014 08/2018
  • 04/2011 → Present
    Michael C Krueger
    Chagrin Falls, OH
  • 04/2016 → Present
    Nationwide Financial
    Columbus, OH
  • 04/2016 → 12/2016
    Nsllc
    Columbus, OH
  • 05/2014 → Present
    Michael Krueger Insurance Agency Llc
    Chagrin Falls, OH
  • 12/2016 → 09/2019
    Stratos Wealth Advisors
    Beachwood, OH
  • 09/2019 → Present
    Beachwood, OH
  • 12/2016 → 09/2019
    Stratos Wealth Partners
    Beachwood, OH
  • 05/2014 → 08/2018
    Michael Krueger
    Chagrin Falls, OH
Previous Registrations
  • 2016-12-22 → 2019-10-01
    Hermitage, PA
    Chagrin Falls, OH
  • 2015-10-15 → 2016-04-08
    Strategic Lifestyle Advisors, Inc.
    Greenville, PA
  • 2014-08-08 → 2015-07-16
    Cetera Wealth Services, Llc
    Greenville, PA
    Cleveland, OH
    Chagrin Falls, OH
  • 2013-11-21 → 2014-05-23
    Richmond Heights, OH
  • 2007-10-17 → 2013-11-29
    Avantax Advisory Services
    Mayfield Heights, OH
Other Businesses

(1)Territory manager with Commercial Insurance provider Smart Choice Insurance since 07/2015. Spends 20 hours/month with 15 during trading hours. Not investment related. APPOINTED WITH NATIONWIDE INSURANCE COMPANIES, AFFILIATES OF NSLLC, TO SELL FIXED INSURANCE / ANNUITY PRODUCTS AS WELL AS PROPERTY / CASUALTY INSURANCE DURING NORMAL MARKET HOURS AT THE BRANCH LOCATION. I am self-employed, but get paid from an organization called smart choice. Smart choice is a national aggregator, rather network, for insurance agencies. I bring on agencies to smart choices network, and I get paid overrides from the policies that these agencies write. (2) Power People Fitness, LLC; 10140 Gottschalk Pkwy, Unit 2 Chagrin Falls, OH 44023; not investment-related; fitness equipment and gear sales primarily to businesses; Consultant and 10% Owner; 2/1/2025; 2 hours per month, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-23
S63 Uniform Securities Agent State Law Examination 2003-05-27
  • S65 Uniform Investment Adviser Law Examination
    2007-08-23
  • S63 Uniform Securities Agent State Law Examination
    2003-05-27
Other Names
  • Mike Krueger

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