How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Colleen

ADVISOR PERSONAL BIO

My Professional Background I have been serving families in wealth management since 2000. My expertise is in serving executives, families with multi-generational wealth and young adults as they step into or start to earn their own wealth. I excel at helping clients tackle their financial to-do lists and gain confidence in their financial path. My Wealth Management “Why” I believe everyone needs a Highland in their lives; I feel fortunate to serve those we call clients. My Personal “Living Fully” I live in Redmond with my two teenagers. We love all things outdoors, the sunshine, and traveling with extended family. My Heart for Impact My primary focus is being present for my kids in these fleeting teen years as I prepare to send them out into the world as caring, smart, funny, thoughtful young women ready to change their world and the world around them.

ADVISOR PROFILE

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Colleen THERESE Kroeger

Experience: 15 years / 3 firms

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