TK
Travis M. Krueger
ALTERNATIVE INVESTMENT ADVISORS
Sioux Falls, SD 57108
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CRD#: 5055750
TK
Professional summary
Travis Mark Krueger is a registered financial advisor currently at ALTERNATIVE INVESTMENT ADVISORS, LLC located in Sioux Falls, South Dakota.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Travis has worked at 6 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. Swenson Advisory Group, Inc DBA Swenson Wealth Management. Swenson Wealth Management is located at 5002 S Broadband Lane, Ste 100 Sioux Falls, SD 57108. Investment Related. Start Date: 11/2009. Swenson Wealth Management sells life insurance and securities investments. Mr. Krueger is an advisor. He spends 140 hours working per month; 120 hours working during trading hours. 2. Swenson Investments & Commodities is located at 5002 S Broadband Lane, Ste 100 Sioux Falls, SD 57108. Investment Related. Start Date: 04/2011. Swenson Investments & Commodities is a commodity brokerage firm. Mr. Krueger is a broker and an owner as of 9/2017. Name change to Swenson Advisory Group, Inc as of 9/2018 but is DBA Swenson Investments & Commodities. He spends 160 hours working per month; 160 hours working during trading hours. 3. KRS Holdings is located at 1404 S Hyannis Port Lane, Sioux Falls, SD 57106. Not Investment Related. Start Date: 10/2011. KRS Holdings is a real estate development company involved in general contracting for residential home buyers. Mr. Krueger is a 50% owner. His duties include handling all the billing and initial quotes from contactors and balancing the company's checkbook. He spends 10 hours working per month; 0 hours working during trading hours. 4. Krueger Consulting is located at 1404 S Hyannis Port Lane, Sioux Falls, SD 57106. Not Investment Related. Start Date: 05/2018. Krueger Consulting assist in developing plans & interior/exterior finishes for commercial office buildings. Mr. Krueger is a consultant. He spends 15 hours working per month; 0 hours working during trading hours. 5. BBT, LLC is located at 4615 S Techlink Cir Sioux Falls, SD 57105. Not Investment Related. Start Date: 6/2018. BBT, LLC provides construction for rental properties and land development. Mr. Krueger is a member and responsible for project due diligence, design, cash analysis and risk analysis. He spends 10 hours working per month; 0 hours working during trading hours. 6. 5711, LLC is located at 4615 S Techlink Cir Sioux Falls, SD 57106. Not Investment Related. Start Date: 02/2019. 5711, LLC is a real estate development company. They are involved in investing money with land developers to develop farmland into residential and commercial use. Mr. Krueger is an investor. He spends 0 hours working per month; 0 hours working during trading hours. 7. Futures Park LLC is located at 1404 S Hyannis Port Lane, Sioux Falls, SD 57106. Not Investment Related. Start Date: 08/2018. Futures Park LLC is responsible for developing a new office building. Mr. Krueger is responsible for managing expenses and problems associated with the building. He spends 1 hours working per month; 0 hours working during trading hours. 8. DKD Holdings, LLC is located in Maitland, Florida. Investment Related. Start Date: 04/2020. DKD Holdings provides consulting work. Mr. Krueger has entered into a Solicitor Relationship on behalf of the third-party firm. He spends 8 hours working per month; 4 hours working during trading hours. 9. Skyline Capital LLC is located in Sioux Falls, SD. Investment related. Start Date: 09/2020 Skyline Capital assists private third party firms with the process of raising capital and identifying potential investors. Mr. Kruger spends approximately 10 hours working per month; 10 hours working during trading hours in his capacity as President for the firm. 10. Storage Units Alternative Income Fund, LLC located in Maitland, FL. Investment Related. Start Date: 05/2021. Mr. Krueger facilitates investment capital opportunities through the fund. He spends 8 hours working per month; 4 hours working during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Travis Mark Krueger's 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®
NoneExperience
Current
September 23, 2013 - Present
ALTERNATIVE INVESTMENT ADVISORS, LLC
Office #1: 5002 South Broadband Lane Suite 100, Sioux Falls, SD 57108RIA
CRD#: 160108
Sioux Falls, SD
Past
January 28, 2016 - March 5, 2018
AEGIS WEALTH MANAGEMENT, LLC
RIA
CRD#: 199511
Sioux Falls, SD
Past
April 24, 2009 - September 20, 2013
KINGSVIEW WEALTH MANAGEMENT, LLC
RIA
CRD#: 148107
IOUX FALLS, SD
Past
April 16, 2009 - November 13, 2019
VISION BROKERAGE SERVICES, LLC
BD
CRD#: 47927
SIOUX FALLS, SD
Past
January 2, 2009 - April 13, 2009
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SAINT PETERSBURG, FL
Past
January 8, 2008 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
WATERTOWN, SD
Past
August 1, 2007 - April 13, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
WATERTOWN, SD
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".
AI
ALTERNATIVE INVESTMENT ADVISORS, LLC
ALTERNATIVE INVESTMENT ADVISORS, LLC | SWENSON WEALTH MANAGEMENT | FLORIDA FINANCIAL STRATEGIES | FFS1
CRD#: 160108 / SEC#: 801-117266
RIA
Registered Investment Advisory firm - (8/27/2019 Approved)Florida
Registered Investment Advisory firm - (9/23/2019 Terminated)Iowa
Registered Investment Advisory firm - (9/24/2019 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2019 Terminated)Nebraska
Registered Investment Advisory firm - (9/23/2019 Terminated)South Dakota
Registered Investment Advisory firm - (9/23/2019 Terminated)Texas
Registered Investment Advisory firm - (9/23/2019 Terminated)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.Highlighted states indicate IAR registrations
IAR
Iowa(6/4/2015)
IAR
Minnesota(1/27/2014)
IAR
Nebraska(9/23/2013)
IAR
South Dakota(10/2/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ALTERNATIVE INVESTMENT ADVISORS, LLC
ALTERNATIVE INVESTMENT ADVISORS, LLC | SWENSON WEALTH MANAGEMENT | FLORIDA FINANCIAL STRATEGIES | FFS1
CRD#: 160108 / SEC#: 801-117266
RIA
Registered Investment Advisory firm - (8/27/2019 Approved)Florida
Registered Investment Advisory firm - (9/23/2019 Terminated)Iowa
Registered Investment Advisory firm - (9/24/2019 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2019 Terminated)Nebraska
Registered Investment Advisory firm - (9/23/2019 Terminated)South Dakota
Registered Investment Advisory firm - (9/23/2019 Terminated)Texas
Registered Investment Advisory firm - (9/23/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
698 North Maitland Avenue Suite 101, Maitland, FL 32751
Mailing Address
Phone number
(407) 261-4242
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,604 |
| AUM (Assets Under Management) | $ 341,046,660 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
