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Patricia L. Sacco Krueger

GLADSTONE WEALTH PARTNERS
OMAHA, NE 68144
Some features on this profile are disabled
CRD#: 2302944
PS

Professional summary

Patricia Lynn Sacco Krueger, who also goes by Patricia Lynn Jankowski, Patty Sacco Krueger, Patricia Lynn Sacco, Patty Sacco Krueger, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Omaha, Nebraska and LPL FINANCIAL LLC located in Omaha, Nebraska.

Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Patricia has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patricia Lynn Jankowski | Patty Sacco Krueger | Patricia Lynn Sacco | Patty Sacco 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. 04/21/2015 - SILVERLEAF WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ OMAHA, NE 2. 2/2/2017 - Silverleaf Advisor Group - DBA: (Hybrid) Silverleaf Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/04/17 - 80 Hours Per Month/7 Hours During Securities Trading - I provide administrative support to Silverleaf Advisor Group, an independent investment advisor firm. I started this business activity in 01/04/2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/31/2020 - Hickory Holdings LLC - Investment Related - Plattsmouth NE 68048 - Real Estate Rental - Started 01/13/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 2/11/2021 - Silver Lining Properties LLC - Investment Related - Home Based - Other-LLC - Start Date: 1/22/2021 - 0 Hours Per Month/0 Hours During Securities Trading - LLC to register property under. 5. 04/07/2022 - Gladstone Institutional Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date - 03/31/2022 - 80 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 04/2015 - LPL Financial - broker-dealer registered admin - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 7. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Lynn Sacco Krueger's CRS (Customer Relationship Summary).
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

March 2, 2022 - Present

GLADSTONE WEALTH PARTNERS

Office #1: 12801 Pierce St #100, Omaha, NE 68144
RIA
CRD#: 250787
OMAHA, NE
Current

April 30, 2015 - Present

LPL FINANCIAL LLC

Office #1: 12801 Pierce St, Ste 100, Omaha, NE 68144
RIA
BD
CRD#: 6413
Omaha, NE
Past

February 28, 2017 - March 31, 2022

SILVERLEAF ADVISOR GROUP, LLC

RIA
CRD#: 286071
OMAHA, NE
Past

April 22, 2015 - August 22, 2017

WEALTHPLAN PARTNERS

RIA
CRD#: 158935
OMAHA, NE
Past

April 24, 2007 - April 20, 2015

D.A. DAVIDSON & CO.

RIA
CRD#: 199
OMAHA, NE
Past

February 16, 2007 - April 20, 2015

D.A. DAVIDSON & CO.

BD
CRD#: 199
OMAHA, NE
Past

June 4, 2002 - March 14, 2007

SMITH HAYES FINANCIAL SERVICES CORPORATION

BD
CRD#: 17059
OMAHA, NE
Past

October 15, 1997 - June 3, 2002

KFS BD, INC.

BD
CRD#: 490
OMAHA, NE
Past

October 3, 1997 - October 13, 1997

KFS BD, INC.

BD
CRD#: 490
Past

June 6, 1995 - October 16, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 28, 1995 - May 10, 1995

ACCUTRADE INC.

BD
CRD#: 13564
BELLEVUE, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC

CRD#: 250787 / SEC#: 801-101532

RIA
Registered Investment Advisory firm - (7/28/2015 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(6/2/2015)
RR
Iowa
(6/2/2015)
RR
Nebraska
(4/30/2015)
IAR
Nebraska
(3/2/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/9/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/27/1995
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC

CRD#: 250787 / SEC#: 801-101532

RIA
Registered Investment Advisory firm - (7/28/2015 Approved)
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Contact information

Main Address
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408
Mailing Address
1545 Us-206 Suite 300, Bedminster, NJ 07921
Phone number
(908) 719-1313
Established
Firm type
Fiscal year end
# of Employees
163

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (9/15/2025)
GLADSTONE WRAP BROCHURE (9/15/2025)

Regulatory assets under management

Total Number of Accounts17,810
AUM (Assets Under Management)$ 4,943,971,956

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

GLADSTONE WEALTH PARTNERS

CRD#: 250787Omaha, NE 68144

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