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Joseph Stuart Kruse

KRUSE ASSET MANAGEMENT, LLC·CHICAGO, Illinois
Unclaimed Profile
216 S JEFFERSON STREET, CHICAGO, IL 60661CRD# 4024265Firm CRD# 143204
01

About

Joseph Stuart Kruse is a registered financial advisor based in CHICAGO, Illinois, affiliated with KRUSE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KRUSE ASSET MANAGEMENT, LLC
KRUSE ASSET MANAGEMENT, LLC
AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KRUSE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4024265
Firm CRD# 143204
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Stuart Kruse offer?
Joseph Stuart Kruse specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Joseph Stuart Kruse's credentials?
Joseph Stuart Kruse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Stuart Kruse located?
Joseph Stuart Kruse is based in CHICAGO, Illinois, working with KRUSE ASSET MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Joseph Stuart Kruse charge for services?
Joseph Stuart Kruse's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KRUSE ASSET MANAGEMENT, LLC?
KRUSE ASSET MANAGEMENT, LLC has approximately 2 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KRUSE ASSET MANAGEMENT, LLC

Shermin Kruse
CHICAGO, IL

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