Susan Michelle Kroger

Employer firm

Intentional Finance, LLC CRD 288181

$42.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → 05/2017
  Waddell & Reed, Inc
  Albuquerque, NM
• 02/2006 → Present
  Abq Chapter Of The Executive Women'S Golf Assoc.
  Albuquerque, NM
• 02/2015 → Present
  Rotary Club Of Albuquerque
  Albuquerque, NM
• 05/2017 → Present
  Intentional Finance, Llc
  Albuquerque, NM

Previous Registrations

• 2003-03-13 → 2017-05-31
  Waddell & Reed
  Alburquerque, NM
  Albuquerque, NM

Other Businesses

04/2010-Present,8416 Helen Hardin St., NE, Albuquerque, NM 87122, Investment-Related: N, Owner of Rental Property, 1 Hrs/Month, 0 Sec Trading Hrs., Ms. Kroger owns a real estate property which she rents out.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-11

Designations

• Certified Financial Planner

Other Names

• Susan Kroger