Unclaimed Profile

Jeffrey Edward Krueg

WEALTHTRUST ARIZONA LLC·SCOTTSDALE, Arizona

Series 7, Series 8, Series 63, Series 65Clean record13 years registeredWEALTHTRUST ARIZONA LLC

8434 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 1300805Firm CRD# 141926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Edward Krueg · SCOTTSDALE, AZ

Registration

CRD #1300805 · WEALTHTRUST ARIZONA LLC · 13 years registered

Brand Profile

Not yet started

Career History

DYNAMIC

Feb 2023 – present

AUTUS ASSET MANAGEMENT, LLC

Dec 2020 – Feb 2023

SCOTTSDALE, AZ

DYNAMIC WEALTH ADVISORS

May 2013 – Dec 2020

CHANDLER, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · May 22, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST ARIZONA LLC

CRD 141926 · SEC 801-67203

AUM

$436M

Regulatory assets under management

Employees

1,297 client accounts

Services offered by WEALTHTRUST ARIZONA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTHTRUST ARIZONA LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Edward Krueg offer?

Jeffrey Edward Krueg specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jeffrey Edward Krueg's credentials?

Jeffrey Edward Krueg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Edward Krueg located?

Jeffrey Edward Krueg is based in SCOTTSDALE, Arizona, working with WEALTHTRUST ARIZONA LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jeffrey Edward Krueg charge for services?

Jeffrey Edward Krueg's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST ARIZONA LLC?

WEALTHTRUST ARIZONA LLC has approximately 9 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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