Chad Kruse

Chad Kruse Email and Phone Number

Co-founder, Investment Advisor at Core Investments Group, Inc. @ Core Investments Group, Inc.
dubuque, iowa, united states
Chad Kruse's Location
Galena, Illinois, United States, United States
About Chad Kruse

Backed by over 20 years of experience in this industry, I focus on helping my clients reach their goals by ensuring they're kept on-task, monitoring how they're progressing, and adjusting when necessary. I make sure to educate my clients on how they're going to meet their goals, because it's important that each client understands the amount of risk they need to take in order to bring their ideal financial future to fruition. I started my career in Chicago, but soon realized I wanted to begin building a family closer to home and joined Bernardi Investment Services in 1998. Now, as an Investment Advisor with Core Investments Group, I often act as a teacher for my clients rather than a salesman, and I'm focused on their goals - not my commission. My clients trust me because of the services and solutions my team and I offer, as well as our transparency, our ethical approach, and our independence.I graduated from Loras College in 1996 with a Bachelor of Arts degree in Finance, and I was active in many areas which included playing baseball and acting as class treasurer. My greatest accomplishment, though, was meeting my wife Becca while in college. I now reside with my family in Galena, where we're raising four kids: Evan, Elli, Claire, and Cole. Our children are very active in both sports and theater, and we coach and attend as many of their activities as possible.My team is currently accepting new clients and we appreciate your referrals. We welcome the opportunity to meet with you to learn about your specific situation and explore whether we can be of benefit to you. Please contact me by email at chad@coreinvestmentsgroup.com or by phone at 563-587-8212.

Chad Kruse's Current Company Details
Core Investments Group, Inc.

Core Investments Group, Inc.

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Co-founder, Investment Advisor at Core Investments Group, Inc.
dubuque, iowa, united states
Employees:
2
Chad Kruse Work Experience Details
  • Core Investments Group, Inc.
    Co-Founder, Investment Adviser Representative
    Core Investments Group, Inc. Jul 2016 - Present
    Dubuque, Iowa Area
    At Core Investments Group, we believe our value comes from the planning that we do for you - not from selling you a product. We help clients achieve their life's goals by achieving their financial goals.Registered representative of and securities and investment advisory services offered through Nations Financial Group, Inc. ("NFGI"), 3925 Fountain Blvd NE, STE 200,Cedar Rapids, IA 52411, member FINRA/SIPC, a registered investment adviser. Core Investments Group, Inc. and NFGI are independent entities.Industry regulations prevent me from receiving endorsements and/or recommendations from others based on the service they have received and posting any specific investment advice.For important disclosure information, please see "Social Media Disclosure" link in the Contact Info Section.
  • Bernardi Investment Services
    Investment Advisor
    Bernardi Investment Services Sep 1998 - Jun 2016

Chad Kruse Skills

Financial Planning Investment Advisory Investments Finance

Chad Kruse Education Details

Frequently Asked Questions about Chad Kruse

What company does Chad Kruse work for?

Chad Kruse works for Core Investments Group, Inc.

What is Chad Kruse's role at the current company?

Chad Kruse's current role is Co-founder, Investment Advisor at Core Investments Group, Inc..

What is Chad Kruse's email address?

Chad Kruse's email address is kr****@****ail.com

What is Chad Kruse's direct phone number?

Chad Kruse's direct phone number is +156358*****

What schools did Chad Kruse attend?

Chad Kruse attended Loras College.

What are some of Chad Kruse's interests?

Chad Kruse has interest in Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Fishing, Home Decoration, Cooking, Electronics.

What skills is Chad Kruse known for?

Chad Kruse has skills like Financial Planning, Investment Advisory, Investments, Finance.

Who are Chad Kruse's colleagues?

Chad Kruse's colleagues are Kevin Dietzel, Cfp®, Wyatt Kelly, Jamie Mcdonald, Cfp®, Sawyer Marquardt, Cfp®.

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