Kevin Joseph 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; Krugel Group, Inc.; None business closed; None business closed; Wilkes Barre Twp Blvd, , Wilkes Barre, PA, 18702; Not Investment-Related; 09/20/2001; 0 hours per month; 0 during trading hours / Georgetown Deli & Beer LLC; None businesss closed LLC being dissolved; Business closed LLC being dissolved; Wilkes Barre Twp Blvd, , Wilkes Barre, PA, 18702; Not Investment-Related; 08/15/2007; 0 hours per month; 0 during trading hours / Four Keys LLC; None business closed and being dissolved; LLC being dissolved; 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
  2003-11-25
• S63 Uniform Securities Agent State Law Examination
  1994-03-08

Other Names

• Kevin Joseph Kurgel