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Matthew Krueger

Wealthspire Advisors

Appleton, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-10-27
  • WI RA
    APPROVED
    Since 2023-10-27

Branch Locations

2505 East Evergreen Drive, Suite A, Appleton, WI 54913 • 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
University Of Wisconsin Madison Madison WI 09/2013 04/2021
Costco Wholesale Madison WI 04/2021 01/2022
University Of Wisconsin Madison Madison WI 02/2022 05/2022
Menasha Packaging Madison WI 05/2022 12/2022
University Of Wisconsin Madison Madison WI 01/2023 05/2023
Wealthspire Advisors Madison WI 06/2023 07/2023
Wealthspire Advisors Appleton WI 10/2023 Present
  • 09/2013 → 04/2021
    University Of Wisconsin Madison
    Madison, WI
  • 04/2021 → 01/2022
    Costco Wholesale
    Madison, WI
  • 02/2022 → 05/2022
    University Of Wisconsin Madison
    Madison, WI
  • 05/2022 → 12/2022
    Menasha Packaging
    Madison, WI
  • 01/2023 → 05/2023
    University Of Wisconsin Madison
    Madison, WI
  • 06/2023 → 07/2023
    Wealthspire Advisors
    Madison, WI
  • 10/2023 → Present
    Wealthspire Advisors
    Appleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-26
S66 Uniform Combined State Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2023-10-26
  • S66 Uniform Combined State Law Examination
    2023-10-18

View on SEC IAPD

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