Daniel Krueger

Registered Representative

Dan Krueger is a Financial Planner and Investment adviser who specializes in IRA rollovers, insurance and retirement income planning.  He believes a detailed financial plan integrated with your life goals and priorities is the cornerstone to a successful retirement and financial independence. I believe that a disciplined, systematic approach based on objective, independent research will lead to achievement of one’s financial goals.


Dan’s educational experience includes:

  • B.A. in Finance from UW-Whitewater
  • Graduate of the Life Underwriter Training Council Program
  • He stays current with an ever-changing insurance market through continuing education courses.


He carries the following licenses:

  • Registered Representative Series 6, 7, and 63, 65
  • Life, Variable, Health, & Accident Insurance licenses in the state of Wisconsin and Illinois
  • Securities licensed in Wisconsin, Illinois, Texas, and Iowa
Phone 2628981694
Fax 2628981804