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BK

Bruce R. Krieg

MIDWEST INVESTMENT ADVISORS
Fenton, MO 63026
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CRD#: 5818572
BK

Professional summary


Bruce Robert Krieg is a registered financial advisor currently at MIDWEST INVESTMENT ADVISORS, LLC located in Fenton, Missouri.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bruce has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bruce Robert Krieg'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®
None

Experience


Current

October 4, 2010 - Present

MIDWEST INVESTMENT ADVISORS, LLC

Office #1: 310 Water Street, Fenton, MO 63026
RIA
CRD#: 154408
Fenton, MO

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
Missouri
(10/4/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/2/2010
Uniform Investment Adviser Law Examination

Current Firm


MI
MIDWEST INVESTMENT ADVISORS, LLC
MIDWEST INVESTMENT ADVISORS LLC | MIDWEST INVESTMENT ADVISORS, LLC

CRD#: 154408 / SEC#:

Missouri
Registered Investment Advisory firm - (8/25/2010 Approved)
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Contact information


Main Address
310 Water Street, Fenton, MO 63026
Mailing Address
Phone number
(636) 343-2024
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts270
AUM (Assets Under Management)$ 63,732,358

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.

Company Information


MIDWEST INVESTMENT ADVISORS, LLC

CRD#: 154408Fenton, MO 63026

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