Thomas Robert Krueger

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

• 10/2016 → 04/2017
  Tiaa
  Brookfield, WI
• 10/2016 → 04/2017
  Tiaa
  Brookfield, WI
• 01/2016 → 09/2016
  Unemployed
  Brookfield, WI
• 05/2018 → 08/2019
  Cabot Lodge Securities Llc
  Menomonee Falls, WI
• 05/2018 → 08/2019
  Cl Wealth Management Llc
  Menomonee Falls, WI
• 05/2017 → 05/2017
  Prime Lending
  Milwaikee, WI
• 07/2017 → 12/2017
  Us Bank
  Milwaukee, WI
• 12/2017 → 03/2018
  Wells Fargo Bank
  Brookfield, WI
• 05/2020 → 12/2020
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 09/2019 → 03/2020
  Unemployed
  Milwaukee, WI
• 04/2020 → 12/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2020 → 12/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 12/2020 → 12/2024
  Kowal Investment Group, Llc
  Waukesha, WI
• 12/2024 → Present
  Creative Planning, Llc
  Brookfield, WI

Previous Registrations

• 2021-01-29 → 2024-12-31
  Kowal Investment Group, Llc
  Brookfield, WI
• 2020-05-04 → 2020-12-21
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 2018-05-29 → 2019-09-12
  Cl Wealth Management Llc
  Menomonee Falls, WI
  Schaumburg, IL
• 2016-11-08 → 2017-04-06
  Tiaa-Cref Individual & Institutional Services, Llc
  Brookfield, WI

Exams

• S66 Uniform Combined State Law Examination
  2016-11-08
• S63 Uniform Securities Agent State Law Examination
  1993-10-15

Designations

• Chartered Financial Consultant