Samuel P Kruschel

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

• 06/2013 → 12/2017
  Mass Mutual
  Milwaukee, WI
• 06/2013 → 12/2017
  Mml Investors Services
  Milwaukee, WI
• 12/2017 → Present
  Hogan Financial
  Milwaukee, WI

Previous Registrations

• 2017-12-22 → 2019-12-20
  Hogan Financial
  Milwaukee, WI
• 2013-07-12 → 2017-12-11
  Mml Investors Services, Llc
  Milwaukee, WI
  Milwaukee, WI
  Madison, WI
• 2012-08-03 → 2013-06-19
  Morgan Stanley
  Waukesha, WI
• 2008-10-27 → 2012-08-06
  Wells Fargo Clearing Services, Llc
  Waukesha, WI
  Waukesha, WI

Other Businesses

WELS Retirement Program Commission; Waukesha, WI; Is Investment Related; Business Nature is WELS Synod Retirement Program; Board Member; Receive no compensation; Start date 9.7.21; 1 hour per month/0 hours per month during trading hours. Description of Duties - Carries out the work of the commission as specified in the WELS Constitution and Bylaws and the WELS Pension Plan and WELS Shepherd Plan documents.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant