Jacob A. Krueger

MBE WEALTH MANAGEMENT

REEDSBURG, WI 53959

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CRD#: 5493816

Professional summary

Jacob Adam Krueger, CFP® is a registered financial advisor currently at MBE WEALTH MANAGEMENT, LLC located in Reedsburg, Wisconsin.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jacob has worked at 4 firms and has passed the Series 66, SIE 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. Insurance Business; Non-investment related; same address; Insurance Sales; Insurance Agent; 09/01/2013; Approximately 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Adam 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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 19, 2013 - Present

MBE WEALTH MANAGEMENT, LLC

Office #1: 1136 E. Main Street, Reedsburg, WI 53959

RIA

CRD#: 165516

REEDSBURG, WI

Past

September 11, 2014 - September 11, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

REEDSBURG, WI

Past

August 30, 2013 - August 30, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

REEDSBURG, WI

Past

August 30, 2013 - October 4, 2018

LPL FINANCIAL LLC

CRD#: 6413

REEDSBURG, WI

Past

April 11, 2012 - September 4, 2013

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

BARABOO, WI

Past

April 11, 2012 - September 4, 2013

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

BARABOO, WI

Past

May 9, 2008 - April 10, 2012

EDWARD JONES

RIA

CRD#: 250

REEDSBURG, WI

Past

April 14, 2008 - April 10, 2012

EDWARD JONES

CRD#: 250

REEDSBURG, WI

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".

MBE WEALTH MANAGEMENT, LLC

CRD#: 165516 / SEC#: 801-110772

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

Arizona

Registered Investment Advisory firm - (7/28/2017 Terminated)

Texas

Registered Investment Advisory firm - (7/28/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/1/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Wisconsin
(9/19/2013)

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: 4/24/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2008

General Securities Representative Examination

Current Firm

MBE WEALTH MANAGEMENT, LLC

CRD#: 165516 / SEC#: 801-110772

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

Arizona

Registered Investment Advisory firm - (7/28/2017 Terminated)

Texas

Registered Investment Advisory firm - (7/28/2017 Terminated)

Wisconsin

Registered Investment Advisory firm - (8/1/2017 Terminated)

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Contact information

Main Address

200 W. Warren St., Tomah, WI 54660

Mailing Address

Phone number

(608) 372-5521

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MBE WEALTH MANAGEMENT, LLC FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM BROCHURE") (3/18/2025)

Regulatory assets under management

Total Number of Accounts	2,530
AUM (Assets Under Management)	$ 859,645,230

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

Jacob A. Krueger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Adam Krueger's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MBE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/11/2008

Current Firm

MBE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MBE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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