Advisor at Krueger Asset Management, LLC
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Firm
Krueger Asset Management, LLC
Location
Bentonville, AR 72712
Credentials
CFA®, Series 65
Industry experience
< 1 year
Johnathan Krueger is a CFA charterholder and Series 65 licensee with experience at firms including Jag Capital Management and Cornerstone Business Services. He is the sole advisor at Krueger Asset Management, LLC, a firm he founded in 2025. Krueger Asset Management provides investment management and financial planning services to pooled vehicles, institutional clients, and individuals. The firm employs a bottom-up value investment approach focused on identifying securities trading below intrinsic value and offers both discretionary portfolio management and educational seminars.
Based on Krueger Asset Management, LLC
Based on Krueger Asset Management, LLC
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.10% $2,000,001+: 1.00%
$250/hour for Project-Based Financial Planning; $500/hour for 1031 Exchange & DST Consulting Services
Fee-only: Wealth Management services charged as percentage of AUM; Project-Based Financial Planning at $250/hour; 1031 Exchange & DST Consulting at $500/hour; Educational Seminars $0 to $1,500 per seminar
240 S. Main Street
Bentonville, AR 72712
Arkansas · Missouri · Texas
Krueger Asset Management, LLC
2025 - Present (1 year)
Jag Capital Management
2022 - 2025 (3 years)
Cornerstone Business Services
2021 - 2022 (1 year)
University of Arkansas
2020 - 2021 (1 year)
Kpmg
2019 - 2020 (1 year)
University of Arkansas
2018 - 2019 (1 year)
Walmart
2015 - 2018 (3 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
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