Curtis L. Krueger, AWMA®
Omaha, NE - Home Office
Curtis L. Krueger has over 2 decades of experience working with clients in the financial services industry. He enjoys working with folks in an effort to help them grow and preserve their wealth. He began his career as a client services specialist at First National Brokerage Services in 1992.
His career is distinguished by his work at TD Ameritrade where he was the Director of Trading for the world’s largest broker dealer. In the Director role Curt was responsible for over 200 licensed representatives in various departments including trading, margins, mutual funds, bonds, collections and best execution. In 2001, Curt was the on-site leader of the client service / trading departments acquisition of National Discount Brokers located in Jersey City, NJ.
In 2009 Curt joined the Omaha division of Waddell & Reed as a Financial Advisor where he focused on building one on one relationships with clients and business owners. In late 2009 he took on a dual role as a financial advisor and a District Manager for the Omaha Division of Waddell & Reed. As a District Manager Curt was responsible for recruiting and selection of new advisors in addition to working with seasoned veteran advisors.
Curt received a B.S. degree in business administration with an emphasis in management from the University of Nebraska Kearney. He has also earned the Accredited Wealth Management Advisor designation, AWMA® in 2008 from the College of Financial Planning. Curt was also a designated NASD Arbitrator. In addition he holds his series 7 and 63 registrations with LPL Financial, and series 65 registration with Gladstone Institutional Advisory, and the NE Life and Health insurance licenses.
Curt enjoys golfing, martial arts and boating. Curt and his wife Patty have been married since 1996 and have two daughters, Alexandra and Gillian.
Awards:
2021-2023 LPL Director’s Club*
2019-2020 LPL Freedom's Club*
