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Detailed Report
THOMAS ROBERT KRUEGER
CRD#: 2401511
IA
Investment Adviser
B
Previous Broker
CREATIVE PLANNINGCRD#: 105348 17775 West Bluemound Road
Brookfield, WI 53045
Registration History
19952000200520102015202020252 FIRMS2016 - 2017 (<1 year)2 FIRMS2018 - 2019 (1 year)2 FIRMS2020 - 2020 (<1 year)2 FIRMS2021 - 2024 (3 years)IACREATIVE PLANNING (CRD# 105348)2024 - Present (<1 year)BROBERT W. BAIRD & CO. INCORPORATED (CRD# 8158)1994 - 2015 (21 years)BOLDE DISCOUNT CORPORATION (CRD# 5979)1993 - 1994 (<1 year)
License(s)

State Registrations

IA
Wisconsin 12/20/2024
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
17775 West Bluemound Road, Brookfield, WI 53045
Registered with this firm since 12/20/2024
Previous Registration(s)
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IA
 01/29/2021 - 12/31/2024 KOWAL INVESTMENT GROUP, LLC (CRD#:113169) BROOKFIELD, WI
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 01/19/2021 - 12/20/2024 MUTUAL SECURITIES, INC. (CRD#:13092) Brookfield, WI
IA
 05/04/2020 - 12/21/2020 NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC (CRD#:2881) Milwaukee, WI
B
 05/06/2020 - 12/21/2020 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) Milwaukee, WI
IA
 05/29/2018 - 09/12/2019 CL WEALTH MANAGEMENT LLC (CRD#:134922) Menomonee Falls, WI
B
 05/29/2018 - 09/12/2019 CABOT LODGE SECURITIES LLC (CRD#:159712) MENOMONEE FALLS, WI
IA
 11/08/2016 - 04/06/2017 ADVICE AND PLANNING SERVICES (CRD#:20472) BROOKFIELD, WI
B
 11/02/2016 - 04/06/2017 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472) BROOKFIELD, WI
B
 01/31/1994 - 12/18/2015 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) MILWAUKEE, WI
B
 10/08/1993 - 04/13/1994 OLDE DISCOUNT CORPORATION (CRD#:5979) DETROIT, MI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.