Albert Kruger

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Stamford, CT

Previous Registrations

• 1991-01-09 → 2009-05-28
  Citigroup Global Markets Inc.
  Stamford, CT
  Stamford, CT

Other Businesses

CO-TRUSTEE AWM PROFIT SHARE 401K PLANS (2), INVESTMENT RELATED, STAMFORD, CT, START 5/2009, 0 HOURS PER MONTH. EXECUTOR FOR FAMILY FRIEND; INVESTMENT RELATED; STAMFORD, CT; START 12/20/2018; 1-2 HRS PER MONTH; 1-2 DURING TRADING. ADAPTIVE WEALTH MANAGEMENT, INVT RELATED, STAMFORD, CT, 50% OWNERSHIP, START 5/1/2009, 1 HR PER MONTH, 1 HR DURING TRADING, FOR FINET PRACTICE

Exams

• S66 Uniform Combined State Law Examination
  2009-09-02
• S63 Uniform Securities Agent State Law Examination
  1985-04-05

Other Names

• Al Kruger