Travis Krueger
Travis Krueger is a registered investment advisor at Alternative Investment Advisors, LLC, based in Maitland, FL, with 18 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,342 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AIA manages investment portfolios through Separately Managed Account Programs. The annual fee ranges from 0.25% to 2.50% of the account value, billed quarterly in advance. The fee is based on the market value of your investments at the end of the previous quarter. AIA may deduct the fee directly from your account with your permission.
Location
698 North Maitland Avenue, Suite 101, Maitland, FL, 32751
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis is an advisor at Swenson Wealth Management, which sells life insurance and securities investments, taking nearly full-time. He also owns and brokers for Swenson Investments & Commodities, a commodity brokerage firm, also taking nearly full-time.
Employment History
Current Registrations
Alternative Investment Advisors, LLC
Previous Registrations
Aegis Wealth Management, LLC
Kingsview Asset Management, LLC
Vision Brokerage Services, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations4 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.