Joseph P Krugel

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Wilkes-Barre, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Wilkes Barre, PA

Other Businesses

Business Ownership; Georgetown Deli & Beer LLC; None business closed and LLC in process of being dissolved; Business closed and LLC being dissolved; 720 Wilkes Barre Twp Blvd, , Wilkes Barre, PA, 18702; Not Investment-Related; 08/15/2007; 0 hours per month; 0 during trading hours / Krugel Group Inc; None at this time. Business is closed and in process of dissolved.; Closed business; 720 Wilkes Barre Twp Blvd, , Wilkes Barre, PA, 18702; Not Investment-Related; 09/20/2001; 0 hours per month; 0 during trading hours / Four Keys LLC; None business closed and being dissolved; LLC is being dissolved; 720 Wilkes Barre Twp Blvd, , Wilkes Barre, PA, 18702; Not Investment-Related; 01/01/2005; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-30
• S63 Uniform Securities Agent State Law Examination
  1990-04-27

Designations

• Certified Financial Planner

Other Names

• Joseph P Krugel Jr
• Joseph Paul Krugel