Kruger Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kruger Wealth Management works with individuals and small business owners by identifying investment objectives and referring clients to independent third-party investment advisory firms for ongoing asset management. The firm also provides written financial plans (full or modular) and hosts no‑fee public educational workshops and seminars on general financial topics.
Rather than taking discretionary trading authority or custody, Kruger evaluates and recommends outside money managers, focusing on firms that employ long‑term strategies and using fundamental, technical, qualitative and quantitative criteria when screening managers. The firm serves as a communication conduit with selected managers, conducts periodic reviews of accounts managed by those firms, and delivers its financial planning work as part of the third‑party manager relationship.
Distinctive features include that the firm’s principal is separately licensed to sell insurance and annuity products and may receive commissions and other incentives for those sales, a practice that is disclosed as a potential conflict of interest. Kruger operates on a solicitor/referral model—receiving referral compensation from recommended managers rather than charging direct percentage‑of‑assets advisory fees—and discloses and attempts to manage the conflicts inherent in those referral arrangements.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
$0 - $10,000,000: Up to a maximum of 2.00% $10,000,000+: Up to a maximum of 1.00%
Commissions earned by Kevin Kruger for insurance and annuity products sold independently.
Fee-only: Financial planning services are included as part of services offered to clients participating in third-party money manager services; no separate fee charged by Kruger Wealth Management.
Main office location
Kruger Wealth Management, Inc.
6018 Timberglade Cir
Bloomington MN 55438, United States
Number of offices
1
Most active in
Kruger Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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