Jacob Adam Krueger

Employer firm

Mbe Wealth Management, LLC CRD 165516

$977M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2013 → 09/2018
  Lpl Financial Llc
  Reedsburg, WI
• 08/2013 → Present
  Mbe Wealth Management Llc
  Reedsburg, WI

Previous Registrations

• 2013-08-30 → 2014-09-11
  Lpl Financial Llc
  Reedsburg, WI
  Reedsburg, WI
  San Diego, CA
• 2012-04-11 → 2013-09-04
  Bmo Harris Financial Advisors, Inc.
  Baraboo, WI
• 2008-05-09 → 2012-04-10
  Edward Jones
  St Louis, MO
  Reedsburg, WI
  Reedsburg, WI

Other Businesses

1. Insurance Business; Non-investment related; same address; Insurance Sales; Insurance Agent; 09/01/2013; Approximately 10% of time during the month

Exams

• S66 Uniform Combined State Law Examination
  2008-04-24

Designations

• Certified Financial Planner