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KK

Kraig P. Krueger

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CRD#: 1857547
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kraig Paul Krueger, who also goes by Chip Krueger, Kraig P Krueger, was a registered financial professional .

Kraig is a previously registered financial professional and started their career in finance in 1988. Kraig had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chip Krueger | Kraig P Krueger

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.
1. TOWER FINANCIAL MANAGEMENT; INVESTMENT RELATED; WHEATON, IL; INSURANCE SALES/AGENT SINCE 1/1994, PRESIDENT, APPROXIMATELY 60 HOURS A MONTH ARE DEVOTED TO THIS ACTIVITY OF WHICH 50 HOURS ARE DURING TRADING HOURS; UNIVERSAL LIFE INSURANCE, TERM LIFE INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, IMMEDIATE ANNUITIES. INCOME IS COMMISSION BASED. 2. TOWER WEALTH ADVISORS - INVESTMENT RELATED - ILLINOIS LICENSED RIA; WHEATON, IL 60187, IAR - STARTED 5/2011 - 120 HRS/ MONTH ALL DURING TRADING HOURS - FEE BASED RETAIL ADVISORY BUSINESS 3.WHEATON ACADEMY FOUNDATION; NON INVESTMENT RELATED; WEST CHICAGO, IL; EDUCATIONAL; BOARD MEMBER AND MEMBER OF INVESTMENT, FINANCE, AUDIT COMMITTEE; ACTIVITY BEGAN 10/2019; I DEVOTE LESS THAN AN HOUR PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; OVERSEE FINANCIAL STATEMENTS, COORDINATE INFORMATION FOR ANNUAL AUDIT; EVALUATE INVESTED FUNDS AND MAKE RECOMMENDATIONS TO BOARD.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 6, 2012 - October 2, 2025

TOWER WEALTH ADVISORS, INC.

RIA
CRD#: 154053
WHEATON, IL
Past

September 21, 2009 - August 21, 2018

FORMULAFOLIOS DISTRIBUTORS, INC.

RIA
CRD#: 151168
WHEATON, IL
Past

October 18, 2007 - December 31, 2020

AUSDAL FINANCIAL PARTNERS, INC.

RIA
CRD#: 7995
WHEATON, IL
Past

October 18, 2007 - December 31, 2020

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
WHEATON, IL
Past

January 21, 2005 - October 17, 2007

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
WHEATON, IL
Past

January 12, 1996 - October 17, 2007

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WHEATON, IL
Past

June 18, 1989 - January 29, 1996

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 21, 1988 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/5/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TW
TOWER WEALTH ADVISORS, INC.
ALPHA CAPITAL ADVISORS, INC. | TOWER WEALTH ADVISORS, INC. | CORPORATE RETIREMENT SOLUTIONS GROUP

CRD#: 154053 / SEC#:

Illinois
Registered Investment Advisory firm - (9/24/2010 Approved)
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Contact information


Main Address
301 S. County Farm Rd Suite D, Wheaton, IL 60187
Mailing Address
Phone number
(630) 682-1888
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts218
AUM (Assets Under Management)$ 49,211,823

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


TOWER WEALTH ADVISORS, INC.

CRD#: 154053

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Contact information


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