Krueger Financial

Public-record details

Address

15215 S 48th Street, #170, Phoenix, AZ 85044

Phone

(602) 438-2199

Listed under

Financial planning, Flat / fixed fees

Legal name

Krueger Financial Services, INC.

CRD number

113862

Registration

State registered: AZ

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning

Clients reported (Form ADV 5.D)

359

Individual / high-net-worth clients

300 / 50

Employees

3

Other business activities (Form ADV 6.A)

Also active as: registered representative of a broker-dealer, insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-29

State registered (AZ) investment adviser, CRD 113862, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 113862 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.