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Nicholas Nathaniel Kruell

LPl Financial LLC

Bloomington, MN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21

Branch Locations

3601 Minnesota Dr, Ste 925, Bloomington, MN 55435 • 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
Ameriprise Financial Minnetonka MN 09/2017 04/2019
Ameriprise Financial Minnetonka MN 08/2005 09/2017
Treeline Wealth Management Minnetonka MN 08/2005 04/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2019 12/2019
Northwestern Mutual Investment Services Llc Edina MN 04/2019 12/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2019 12/2019
Dan Mason Edina MN 12/2019 02/2020
Waddell & Reed, Inc. Bloomington MN 02/2020 07/2021
Various Insurance Carriers For W&R Insurance Agencies St Louis Park MN 02/2020 07/2021
Lori Tauring Bloomington MN 02/2020 07/2021
Blue Heron Professional Group, Llc Bloomington MN 01/2018 07/2021
Northwestern Mutual Edina MN 04/2019 12/2019
Ameriprise Minnetonka MN 08/2005 04/2019
Blue Heron Professional Group, Llc Bloomington MN 01/2018 07/2021
Lpl Financial Llc Bloomington MN 07/2021 Present
  • 09/2017 → 04/2019
    Ameriprise Financial
    Minnetonka, MN
  • 08/2005 → 09/2017
    Ameriprise Financial
    Minnetonka, MN
  • 08/2005 → 04/2019
    Treeline Wealth Management
    Minnetonka, MN
  • 04/2019 → 12/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2019 → 12/2019
    Edina, MN
  • 07/2019 → 12/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2019 → 02/2020
    Dan Mason
    Edina, MN
  • 02/2020 → 07/2021
    Waddell & Reed, Inc.
    Bloomington, MN
  • 02/2020 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    St Louis Park, MN
  • 02/2020 → 07/2021
    Lori Tauring
    Bloomington, MN
  • 01/2018 → 07/2021
    Blue Heron Professional Group, Llc
    Bloomington, MN
  • 04/2019 → 12/2019
    Northwestern Mutual
    Edina, MN
  • 08/2005 → 04/2019
    Ameriprise
    Minnetonka, MN
  • 01/2018 → 07/2021
    Blue Heron Professional Group, Llc
    Bloomington, MN
  • 07/2021 → Present
    Bloomington, MN
Previous Registrations
Other Businesses

1. 07/09/2021 - Blue Heron Professional Group, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Support Member of the team - Start Date - 9/17 2. 07/09/2021 - No Business Name - Investment Related - Non-Variable Insurance 3. 07/09/2021 - Blue Heron Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 4. 12/27/2022 - Blue Heron Tax Services LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date - 12/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-08
  • S66 Uniform Combined State Law Examination
    2008-09-08
Designations
Other Names
  • Nicholas Kruell
  • Nicholas N Kruell
  • Nick Kruell
  • Nicholas Nathaniel Kruell

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