AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PK

Pamela M. Krueger

PAMELA KRUEGER AND COMPANY
Austin, TX
Some features on this profile are disabled
CRD#: 1082846
PK

Professional summary


Pamela Matlock Krueger, who also goes by Pamela M. Folger, Pamela J. Matlock, is a registered financial advisor currently at PAMELA KRUEGER AND COMPANY, INC. located in Austin, Texas.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Pamela has worked at 5 firms and has passed the Series 65 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Pamela M. Folger | Pamela J. Matlock

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Pamela Matlock Krueger's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 11, 2014 - Present

PAMELA KRUEGER AND COMPANY, INC.

RIA
CRD#: 174001
Austin, TX
Past

April 10, 2014 - October 31, 2014

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
AUSTIN, TX
Past

July 11, 2006 - April 19, 2010

SOUTH TEXAS MONEY MANAGEMENT, LTD.

RIA
CRD#: 112188
AUSTIN, TX
Past

May 26, 1993 - November 9, 2006

THIRD COAST WEALTH ADVISORS, INC.

RIA
CRD#: 108820
AUSTIN, TX
Past

January 17, 1983 - May 3, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/11/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/10/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


PK
PAMELA KRUEGER AND COMPANY, INC.
PAMELA KRUEGER AND COMPANY, INC. | WOMANVEST

CRD#: 174001 / SEC#:

Texas
Registered Investment Advisory firm - (12/11/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Austin, TX
Mailing Address
Phone number
(512) 680-2016
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts104
AUM (Assets Under Management)$ 15,200,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PAMELA KRUEGER AND COMPANY, INC.

CRD#: 174001Austin, TX

TRUST BUT VERIFY

Monitor Pamela Krueger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics