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Bruce Edward Krueger

BUTTONWOOD PARTNERS
MADISON, WI
·CRD# 853517·48 years experience

Professional Summary

Bruce Edward Krueger is a registered financial advisor currently at BUTTONWOOD PARTNERS, INC. located in Madison, Wisconsin. Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. Bruce has worked at 5 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7 and Series 53 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

48 years in the financial services industry

Current & Past Employments

Current

BUTTONWOOD PARTNERS, INC.Current·CRD# 27108
RIA
BD
1. 701 Deming Way Suite 100, Madison, WI 537172. 701 Deming Way Suite 100, Madison, WI 53717
October 24, 1990 - Present
BUTTONWOOD PARTNERS, INC.Current·CRD# 27108
RIA
BD
1. 701 Deming Way Suite 100, Madison, WI 537172. 701 Deming Way Suite 100, Madison, WI 53717
October 16, 1990 - Present

Past

AEGON USA SECURITIES INC.Past·CRD# 13302
BD
Cedar Rapids, IA
July 3, 1990 - October 23, 1990
LEHMAN BROTHERS INC.Past·CRD# 7506
BD
New York, NY
April 11, 1988 - July 25, 1990
E. F. HUTTON & COMPANY INCPast·CRD# 235
BD
December 17, 1980 - April 11, 1988
BOETTCHER & COMPANY, INC.Past·CRD# 101
BD
June 22, 1978 - November 26, 1979

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Current Firm

BP
BUTTONWOOD PARTNERS, INC.

BUTTONWOOD PARTNERS, INC.

CRD#: 27108 / SEC#: 801-37383, 8-42883
RIA
Registered Investment Advisory firm - SEC (6/26/2012 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/14/2012 Approved)
Wisconsin
Registered Investment Advisory firm - SEC (3/28/2012 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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).

Contact Information

Main Address

701 Deming Way Suite 100, Madison, WI 53717

Mailing Address

701 Deming Way Suite 100, Madison, WI 53717

Phone Number

(608) 827-6400

Established

Wisconsin since 03/15/1990

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Small

# of Employees

3

FINRA licenses (47 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
KRUEGER, BRUCE EDWARDDIRECTOR, TREASURER, VICE PRESIDENT853517
MCLELLAN, JODIE ANNETTEVICE PRESIDENT AND SECRETARY2751334
RADEMACHER, GREGORY SCOTTPRESIDENT AND FINOP2949618
VELOFF, KATIE MARIEDIRECT OWNER7121396
STRANG, TAMI KAYCHIEF COMPLIANCE OFFICER AND MUNICIPAL SECURITIES PRINCIPAL1964152

Regulatory Assets Under Management

Total Number of Accounts

28

AUM (Assets Under Management)

$16,356,725

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/15/2010)
RR
Alaska
(7/8/2021)
RR
Arizona
(4/15/2010)
RR
Arkansas
(10/3/2024)
RR
California
(4/15/2010)
RR
Colorado
(1/5/1995)
IAR
Colorado
(3/28/2012)
RR
Illinois
(10/24/1990)
RR
Indiana
(5/1/2026)
RR
Iowa
(4/15/2010)
RR
Kansas
(2/15/2012)
RR
Minnesota
(7/10/2019)
RR
Missouri
(4/23/2018)
RR
Nebraska
(8/27/2013)
RR
North Dakota
(1/2/2025)
RR
Oregon
(4/15/2010)
RR
South Carolina
(7/24/2015)
RR
Wisconsin
(10/24/1990)
IAR
Wisconsin
(10/24/1990)
RR
Wyoming
(8/22/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1981About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1978About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Sep 1990About the Series 53 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Bruce Edward Krueger's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Bruce Edward Krueger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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