DK
DK

Daniel Robert Krueger

32 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
4,509 clients
Average Client Portfolio
$686K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$50K
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Location

406 Main Street, Keokuk, IA, 52632

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is a finance committee member at First Christian Church, dedicating minimal time to this non-investment related activity. He receives no compensation for this role.

Employment History
Current Registrations
Moors & Cabot, INC
November 2021 - Present · 4 yrs 3 mos
Moors & Cabot, INC.Broker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
B.B. Graham & Company, INC.
March 2017 - November 2021 · 4 yrs 8 mos
B.B. Graham & Company, INC.Broker
March 2014 - November 2021 · 7 yrs 8 mos
Krueger Brokerage INC.Broker
August 1993 - April 2014 · 20 yrs 8 mos
State Registrations22 states
ARAZCACOFLGAIAILINKSKYLAMNMONCNENMOHSCTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.