Michele L. Krueger

ACCEL WEALTH MANAGEMENT

Waverly, IA 50677

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CRD#: 4223494

Professional summary

Michele Lea Krueger, who also goes by Michele Lea Renken, Michele Lea Wheeler, is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Waverly, Iowa and INTEGRITY ALLIANCE, LLC. located in Waverly, Iowa.

Michele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Michele has worked at 4 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele Lea Renken | Michele Lea Wheeler

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.ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Cir, Waverly, IA, 6/2017 AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Lea 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

June 26, 2017 - Present

ACCEL WEALTH MANAGEMENT

Office #1: 301 Oak Ridge Circle, Waverly, IA 50677

RIA

CRD#: 286201

Waverly, IA

Current

February 20, 2019 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 301 Oak Ridge Circle, Waverly, IA 50677

RIA

CRD#: 139627

Waverly, IA

Past

August 2, 2016 - February 28, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CEDAR FALLS, IA

Past

October 31, 2000 - July 8, 2016

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

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".

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 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.

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

Arizona
(2/20/2019)

Colorado
(2/20/2019)

Illinois
(2/20/2019)

IAR

Iowa
(6/26/2017)

Iowa
(2/20/2019)

Kansas
(2/20/2019)

Minnesota
(2/20/2019)

Missouri
(2/20/2019)

Nevada
(2/20/2019)

North Carolina
(7/31/2024)

IAR

Texas
(3/19/2019)

Virginia
(2/20/2019)

Wisconsin
(2/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/19/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/22/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 4/8/2015

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/3/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

301 Oak Ridge Circle, Waverly, IA 50677

Mailing Address

Phone number

(319) 596-1101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 043025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 973,955,257

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.

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Advisor Monitoring

Firm Stability Insights

Michele L. Krueger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Lea Krueger's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CUNA BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

ACCEL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2017

Series 63

Date: 1/22/2001

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/30/2000

Series 53

Date: 4/8/2015

Series 24

Date: 11/3/2006

FINRA

Current Firm

ACCEL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCEL WEALTH MANAGEMENT

TRUST BUT VERIFY

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