Advisor at Intentional Finance, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Intentional Finance, LLC
Location
Albuquerque, NM 87109
Credentials
CFP®, Series 66
Industry experience
23 years
Susan Kroger is a CFP®-credentialed financial advisor with 23 years of industry experience. She has worked at Intentional Finance, LLC since 2017 and previously spent 14 years at Waddell & Reed, Inc. Outside of her advisory role, she is involved with the Rotary Club of Albuquerque and the ABQ Chapter of the Executive Women's Golf Association. Intentional Finance provides investment advisory and financial planning services primarily to individual clients and a smaller number of institutional clients, including retirement plans and pension funds. The firm offers customized portfolio construction using a range of asset classes and employs multiple asset allocation strategies tailored to client objectives and risk tolerances.
Based on Intentional Finance, LLC
Based on Intentional Finance, LLC
Flat fees range from $0 to $20,000 for financial planning and consulting; up to $10,000 for retirement plan consulting.
Up to $500 per hour for financial planning, consulting, and retirement plan consulting services.
7770 Jefferson St Ne, Suite 430
Albuquerque, NM 87109
New Mexico · Texas
Intentional Finance, LLC
2017 - Present (9 years)
Rotary Club of Albuquerque
2015 - Present (11 years)
ABQ Chapter of the Executive Women's Golf Assoc.
2006 - Present (20 years)
Waddell & Reed, Inc
2003 - 2017 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
CFP®
Albuquerque, NM
Randall Financial LLC
CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
Series 63, Series 65
Rio Rancho, NM
SML Advisory
Series 63, Series 66
Albuquerque, NM
Grinstead Wealth Management
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
CFP®, PFS™, Series 66
Albuquerque, NM
Meridian Wealth Advisors, LLC
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