Karl E. Krueger
- Role
- Sr Wealth Advisor at Avidian Wealth Solutions
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Karl E. Krueger
My objective is to help clients plan for retirement and take the least possible risk…
Experience
Sr Wealth Advisor
Mar 2015 — Present
800 Town & Country Blvd, Ste 220 Houston, TX 77024 (o)(28••••••04 (c)(71••••••29 k••••••••@avidianwealth.com
Skills
- Financial Analysis
- Sales
- Portfolio Management
- Series 7
- Wealth
- Process Improvement
- Financial Services
- Leadership
- Business Process Improvement
- Sales Process
- Securities
- Project Planning
- Marketing
- Retirement Planning
- Management
- Financial Advisory
- Direct Sales
- New Business Development
- Financial Markets
- Finance
- Strategic Planning
- Project Management
- Investments
- Mutual Funds
- Sales Presentations
- Wealth Management
- Financial Modeling
- Risk Management
- Customer Service
- Retirement
- Relationship Management
- Financial Planning
- Fixed Income
- 401k
- Financial Risk
- Fixed Annuities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.