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Terry Krueger profile image

Terry Krueger

Financial Consultant at Charles Schwab
Intro Book
Seasoned financial consultant with expertise in investments, wealth management, and financial advisory services.
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Location
Tulsa, Oklahoma, United States, US
Skills
  • Investments
  • Series 7
  • Series 63
  • Mutual Funds
  • Wealth Management
  • Show all
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Bio

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Terry Krueger is a seasoned financial professional with extensive experience in investments, wealth management, and financial advisory services. With a strong background in Series 7 and Series 63 licenses, he has worked with top-tier companies like Charles Schwab and TD Ameritrade, providing expert guidance to high-net-worth clients and leading teams to achieve exceptional results. He holds a Bachelor's Degree in Finance from the University of Nebraska-Lincoln. As a seasoned financial consultant, Terry has a proven track record of delivering results-driven solutions to clients across multiple states and internationally. With expertise in investments, asset allocation, and retirement planning, Terry is well-equipped to provide tailored advice to clients seeking to optimize their financial well-being.

Experience

  • Charles Schwab
    • Tulsa, Oklahoma, United States
    • Financial Consultant
      • Jul 2020 - Present
      • Tulsa, Oklahoma, United States

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Manager
      • Apr 2018 - Jul 2020

      Working with clients to better understand their financial goals. Leading a great team here in Tulsa OK!!!

    • Senior Financial Consultant
      • Oct 2016 - Apr 2018

    • Investment Consultant
      • Jan 2013 - Oct 2016

      -Partnering with registered independent advisers across the country ranked in Barron's 100, Worth 100, Forbes 100, and top ranked by The Wall Street Journal, introducing them to our clients of high net worth with the end goal in mind of putting them in a better financial situation.-Partnering with high asset clients to improve investment education in equities, options, futures, forex, automated investing, and portfolio management.-Using superior trading tools and the top Wealth Managers in the country to create a 90/10% core and explore approach to aid clients in being successful in the market.-Using skills I have learned on the job to help create successful investment consultants stepping into the role.-Manage a book of 10,000+ clients in five states along with multiple international clients of high net worth-Specialized investment relations with "the top 1%" of TD Ameritrade clients to help create positive returns net of fees (even in years such as 2001 & 2008).

    • Business Development Consultant
      • Oct 2011 - Dec 2012

    • Financial Representative
      • Jan 2010 - Sep 2011

    • Intern
      • Oct 2009 - Dec 2009

  • World's Foremost Bank
    • Lincoln, Nebraska Area
    • Bank Specialist II
      • Apr 2008 - Dec 2008
      • Lincoln, Nebraska Area

Education

  • 2005 - 2009
    University of Nebraska-Lincoln
    Bachelor's Degree, Finance

Suggested Services

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Industry Focus. “Investment Banking”

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