Curtis Krueger is a registered investment advisor at Gladstone Wealth Partners, based in Palm Beach Gardens, FL, with 31 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408
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Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Curtis is involved in several business entities, including Silver Lining Wealth Management, Silverleaf Wealth Management, Silver Lining Properties LLC, Gladstone Institutional Advisory (where he spends nearly full-time providing investment advisory services), Silver Lining Holdings L.L.C., and Hickory Holdings LLC (real estate rental). These activities are primarily for tax/investment purposes or related to his investment advisory role.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Silverleaf Advisor Group, LLC
Wealthplan Partners
Waddell & Reed
Waddell & ReedBroker
TD Ameritrade, INC.Broker
Ameritrade Northwest, INC.Broker
Amerivest Investment Management, LLC
Ameritrade, INC.Broker
AmeritradeBroker
Nebraska Hudson Company, INC.Broker
Ameritrade Institutional Services, INC.Broker
Accutrade INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.