Unclaimed Profile

Curtis Lynn Krueger

SILVERLEAF ADVISOR GROUP, LLC·OMAHA, Nebraska

SIE, Series 4, Series 7, Series 24, Series 55, Series 63, Series 6523 years registeredSILVERLEAF ADVISOR GROUP, LLC

12801 PIERCE STREET, OMAHA, NE 68144CRD# 2237386Firm CRD# 286071

Profile Verification

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

Identity

Curtis Lynn Krueger · OMAHA, NE

Registration

CRD #2237386 · SILVERLEAF ADVISOR GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

GLADSTONE WEALTH PARTNERS

Mar 2022 – present

SILVERLEAF ADVISOR GROUP, LLC

Jan 2017 – Mar 2022

OMAHA, NE

WEALTHPLAN PARTNERS

Apr 2015 – May 2017

OMAHA, NE

WADDELL & REED

Jan 2009 – Apr 2015

OMAHA, NE

AMERIVEST INVESTMENT MANAGEMENT, LLC

Mar 2003 – Jun 2008

BELLEVUE, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · March 26, 2003

Years registered · 23

Disclosure History

2022Customer 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

SILVERLEAF ADVISOR GROUP, LLC

CRD 286071 · SEC 801-108787

AUM

$700M

Regulatory assets under management

Employees

3,234 client accounts

Services offered by SILVERLEAF ADVISOR GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERLEAF ADVISOR GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Curtis Lynn Krueger offer?

Curtis Lynn Krueger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Curtis Lynn Krueger's credentials?

Curtis Lynn Krueger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Curtis Lynn Krueger located?

Curtis Lynn Krueger is based in OMAHA, Nebraska, working with SILVERLEAF ADVISOR GROUP, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Curtis Lynn Krueger charge for services?

Curtis Lynn Krueger'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 SILVERLEAF ADVISOR GROUP, LLC?

SILVERLEAF ADVISOR GROUP, LLC has approximately 17 employees and manages $700M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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