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Stephanie Wilke Krueger

Martin Capital Advisors, LLP

San Antonio, TX

CRD 4895255

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Employer firm

Martin Capital Advisors, LLP CRD 108529

$182M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Martin Capital Advisors, Llp

40 Ne Loop 410 #602, San Antonio, TX 78216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-10-28
  • TX RA
    APPROVED
    Since 2013-10-28

Branch Locations

40 Ne Loop 410 #602, San Antonio, TX 78216 • 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
Christus Santa Rosa Friends Foundation San Antonio TX 03/2011 Present
  • 03/2011 → Present
    Christus Santa Rosa Friends Foundation
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-26
S63 Uniform Securities Agent State Law Examination 1999-11-19
  • S65 Uniform Investment Adviser Law Examination
    2001-07-26
  • S63 Uniform Securities Agent State Law Examination
    1999-11-19
Other Names
  • Stephanie Wilke Langerud
  • Stephanie Darlene Wilke

View on SEC IAPD

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