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Joshua Krueger

Advisor at Edward Jones

Updated today

Location

Wahoo, NE 68066-1866

Credentials

Series 66

Industry experience

12 years

About

Joshua Krueger is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

450 N Chestnut St Suite 1

Wahoo, NE 68066-1866

Most active in

Nebraska · Texas

Work history

Edward Jones

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Benjamin S

Series 65

Wahoo, NE

Thrivent Advisor Network, LLC

Benjamin Scheef is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 65 designation and two years of industry experience. He has been with Thrivent Advisor Network since 2021 and has a background that includes roles in insurance and various service businesses. Outside of finance, he works as a basketball referee for youth and school-level games. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by integration within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Luke S

CFP®, ChFC®, Series 66

Wahoo, NE

Thrivent Advisor Network, LLC

Luke Simons is a CFP® and ChFC® with 14 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Investment Management, Inc., THRIVENT FINANCIAL for Lutherans, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as a board member for Wahoops Youth Basketball, a nonprofit youth basketball association. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term, customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while integrating offerings from its parent company, Thrivent Financial for Lutherans.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Randy I

Series 63, Series 66

Wahoo, NE

Focus Partners Wealth, LLC

Randy Ickler is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Churchill Management Group and TD Ameritrade Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Cynthia O

Series 63, Series 66

Ashland, NE

Principal Financial Services

Cynthia Ortlieb is a financial advisor with Principal Financial Services in Ashland, NE, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Securities America Advisors and Securities America Inc. since 2008 and has been with Principal Securities and Principal Life Insurance since 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar

Robert M

Series 63, Series 65

Ceresco, NE

Ameritas Advisory Services, LLC

Robert Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with several Ameritas-affiliated entities since 2015 and currently operates Anderson Wealth and Retirement LLC. Outside of his advisory role, Miller is involved in bookkeeping services for clients and participates in a professional referral group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services through affiliated representatives, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired

Bret M

Series 66

Wahoo, NE

Edward Jones

Bret Madson is a Series 66-licensed financial advisor with Edward Jones in Wahoo, Nebraska, bringing two years of industry experience. Prior to joining Edward Jones in 2023, he worked for several automotive dealerships from 2006 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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