Curtis Lynn Krueger

Current Employers

Employment History

• 02/2009 → Present
  Various Insurance Carriers For W & R Insurance Agencies
  Plattsmouth, NE
• 04/2015 → Present
  Lpl Financial, Llc
  Omaha, NE
• 04/2015 → 04/2017
  Wealthplan Partners
  Omaha, NE
• 01/2017 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 02/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2017-01-03 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 2015-04-22 → 2017-05-01
  Wealthplan Partners
  Omaha, NE
  Omaha, NE
• 2009-01-09 → 2015-04-27
  Waddell & Reed
  Omaha, NE
• 2003-03-26 → 2008-06-09
  Td Ameritrade Investment Management, Llc
  Bellevue, NE

Other Businesses

(1) 04/21/2015: Silver Lining Wealth Management - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Owner - Started 05/01/2014. (2) 04/21/2015: Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/20/2015. (3) 10/21/2016: Silver Lining Properties LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start 10/30/2016 - 0 Hours Per Month. (4) 04/07/2022 - Gladstone Institutional Advisory - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 03/31/2022 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 10/02/2023 - SILVER LINING HOLIDINGS L.L.C. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/02/2023 - 1 Hour Per Month/ 0 Hours During Trading (6) 12/05/2024 - Hickory Holdings LLC - Investment Related - Plattsmouth, NE - Real Estate Rental - Started 01/13/2020 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-17
• S63 Uniform Securities Agent State Law Examination
  1993-10-05

Other Names

• Curtis L Krueger
• Curt Krueger