BK
Bruce E. Krueger
BUTTONWOOD PARTNERS
Madison, WI 53717
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CRD#: 853517
BK
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.
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.
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).
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
October 24, 1990 - Present
BUTTONWOOD PARTNERS, INC.
Office #1: 701 Deming Way Suite 100, Madison, WI 53717Office #2: 701 Deming Way Suite 100, Madison, WI 53717RIA
BD
CRD#: 27108
Madison, WI
Current
October 16, 1990 - Present
BUTTONWOOD PARTNERS, INC.
Office #1: 701 Deming Way Suite 100, Madison, WI 53717Office #2: 701 Deming Way Suite 100, Madison, WI 53717RIA
BD
CRD#: 27108
Madison, WI
Past
July 3, 1990 - October 23, 1990
AEGON USA SECURITIES INC.
BD
CRD#: 13302
CEDAR RAPIDS, IA
Past
April 11, 1988 - July 25, 1990
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
December 17, 1980 - April 11, 1988
E. F. HUTTON & COMPANY INC
BD
CRD#: 235
Past
June 22, 1978 - November 26, 1979
BOETTCHER & COMPANY, INC.
BD
CRD#: 101
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)
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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)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KRUEGER, BRUCE EDWARD | DIRECTOR, TREASURER, VICE PRESIDENT | 853517 |
| MCLELLAN, JODIE ANNETTE | VICE PRESIDENT AND SECRETARY | 2751334 |
| RADEMACHER, GREGORY SCOTT | PRESIDENT AND FINOP | 2949618 |
| VELOFF, KATIE MARIE | DIRECT OWNER | 7121396 |
| STRANG, TAMI KAY | CHIEF COMPLIANCE OFFICER AND MUNICIPAL SECURITIES PRINCIPAL | 1964152 |
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 15,392,109 |
Disclosures
| Regulatory Event | 3 |
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.
