Bruce Edward Krueger
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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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 registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BUTTONWOOD PARTNERS, INC.
Contact Information
Main Address
701 Deming Way Suite 100, Madison, WI 53717Mailing Address
701 Deming Way Suite 100, Madison, WI 53717Phone Number
(608) 827-6400Established
Wisconsin since 03/15/1990Firm Type
CorporationFiscal Year End
SeptemberFirm Size
Small# of Employees
3FINRA licenses (47 States and Territories)
Registered to provide investment advisory services in 0 US 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
28AUM (Assets Under Management)
$16,356,725Disclosures
Regulatory Event
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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
(4/15/2010)
(7/8/2021)
(4/15/2010)
(10/3/2024)
(4/15/2010)
(1/5/1995)
(3/28/2012)
(10/24/1990)
(5/1/2026)
(4/15/2010)
(2/15/2012)
(7/10/2019)
(4/23/2018)
(8/27/2013)
(1/2/2025)
(4/15/2010)
(7/24/2015)
(10/24/1990)
(10/24/1990)
(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 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO 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).
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