Unclaimed Profile

Roger Charles Kruse

FOUNDATION FINANCIAL PLANNING LLP·MINNEAPOLIS, Minnesota

Series 7, Series 24, Series 63, Series 6513 years registeredFOUNDATION FINANCIAL PLANNING LLP

11375 ROBINSON DRIVE, MINNEAPOLIS, MN 55433CRD# 2055655Firm CRD# 115155

Profile Verification

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

Identity

Roger Charles Kruse · MINNEAPOLIS, MN

Registration

CRD #2055655 · FOUNDATION FINANCIAL PLANNING LLP · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNDATION FINANCIAL PLANNING LLP

FFP WEALTH MANAGEMENT

Sep 2012 – May 2019

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 28, 2012

Years registered · 13

Disclosure History

2005Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FOUNDATION FINANCIAL PLANNING LLP

CRD 115155 · SEC 801-64379

AUM

$68M

Regulatory assets under management

Employees

577 client accounts

Services offered by FOUNDATION FINANCIAL PLANNING LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOUNDATION FINANCIAL PLANNING LLP →

Introduction

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Frequently Asked Questions

What services does Roger Charles Kruse offer?

Roger Charles Kruse specializes in Financial Planning, Investment Management.

What are Roger Charles Kruse's credentials?

Roger Charles Kruse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roger Charles Kruse located?

Roger Charles Kruse is based in MINNEAPOLIS, Minnesota, last registered with FOUNDATION FINANCIAL PLANNING LLP.

How does Roger Charles Kruse charge for services?

Roger Charles Kruse's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNDATION FINANCIAL PLANNING LLP?

FOUNDATION FINANCIAL PLANNING LLP has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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