William C. Krueger

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CRD#: 5043352

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.

William C Krueger, who also goes by Bill Culp Krueger, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2005. William had worked at 7 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Culp 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.

ROOT SPORTS; NON INVESTMENT RELATED; BELLEVUE, WA; BROADCASTER; START 4/11; 180 HRS PER MONTH 6 DURING TRADING SEATTLE MARINERS; NON INVESTMENT RELATED; SEATTLE, WA; START 4/11; 2 HRS PER MONTH 0 DURING TRADING; NW CENTER; NON INVESTMENT RELATED; SEATTLE, WA; CONSULTANT; START 1/11; 8 HRS PER MONTH 4 HRS DURING TRADING - MOTIVATIONAL SPEAKER, NON INVESTMENT RELATED, SEATTLE WA, HOURS ARE VARIOUS, START 3/2013 Lendinco, LLC; Non Investment Related; Seattle, WA; Lending; Business Development; Providing lending referrals; As of 08/02/2024; 100 hrs per month. 6 hours during trading.

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

September 11, 2024 - April 21, 2025

HOHIMER WEALTH MANAGEMENT, LLC

RIA

CRD#: 300140

SEATTLE, WA

Past

September 10, 2018 - August 8, 2024

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 108805

BELLEVUE, WA

Past

August 5, 2015 - December 31, 2020

COLDSTREAM WEALTH MANAGEMENT

RIA

CRD#: 132486

BELLEVUE, WA

Past

September 2, 2011 - April 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEATTLE, WA

Past

September 2, 2011 - April 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEATTLE, WA

Past

June 1, 2009 - September 23, 2011

MORGAN STANLEY

RIA

CRD#: 149777

BELLEVUE, WA

Past

June 1, 2009 - September 23, 2011

MORGAN STANLEY

CRD#: 149777

BELLEVUE, WA

Past

February 10, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BELLEVUE, WA

Past

February 10, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BELLEVUE, WA

Past

May 29, 2006 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BELLEVUE, WA

Past

December 21, 2005 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BELLEVUE, WA

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".

HOHIMER WEALTH MANAGEMENT, LLC

CRD#: 300140 / SEC#: 801-114746

RIA

Registered Investment Advisory firm - (2/28/2019 Approved)

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.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/27/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 10/19/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/20/2005

General Securities Representative Examination

Current Firm

HOHIMER WEALTH MANAGEMENT, LLC

CRD#: 300140 / SEC#: 801-114746

RIA

Registered Investment Advisory firm - (2/28/2019 Approved)

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Contact information

Main Address

One Union Square 600 University Street, Suite 2401, Seattle, WA 98101

Mailing Address

Phone number

(206) 709-5955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOHIMER WEALTH MANAGEMENT FORM ADV 2A BROCHURE (3/31/2025)

HOHIMER WEALTH MANAGEMENT WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,229
AUM (Assets Under Management)	$ 993,696,676

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/17/2022	Cover Page	Report

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

William C. Krueger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM WEALTH MANAGEMENT

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HOHIMER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/27/2006

Series 31

Date: 10/19/2009

Series 7

Date: 12/20/2005

Current Firm

HOHIMER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOHIMER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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