Timothy Dean Krueger

United Advisors America

4 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Advisors America

Compensation

Fee-Only (AUM)

Firm Size

22 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$202K average

Assets Under Management

$353.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.80%
$2.5M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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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.

Other Business ActivitiesSells Insurance

Timothy is a licensed insurance agent with Alliance America Corporation since May 2022, offering life insurance, fixed annuities, health insurance, and long-term care insurance. He represents multiple insurance carriers.

Employment History

Current Registrations

United Advisors America

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

Northwestern Mutual Investment Services, LLCBroker

January 2021 - January 2022 · 1 yr

State Registrations2 states

TXWI

Advisor

Exams

No exam information available for this advisor.