Tom Krueger, ChFC®

Tom serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than three decades of experience in the financial services industry, Tom has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he was a financial advisor at an independent investment advisory firm.

Tom earned Bachelor of Business Administration degrees in finance and economics from the University of Wisconsin–Whitewater, where he graduated with honors. Tom is also a Chartered Financial Consultant® professional, as designated by The American College of Financial Services.

In his spare time, Tom enjoys spending time outdoors, watching and playing sports, and attending concerts.