Terry Krueger Email and Phone Number

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

-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).