Eric Krueger

Next-Gen · rank 98 · San Francisco, California · listed firm: Stifel

Identity & firm

• Firm — Stifel, Nicolaus & Company, Incorporated (high)
  • “STIFEL, NICOLAUS & COMPANY, INCORPORATED” — sec_finra_regulatory
  • “Stifel | Eric Krueger, APMA® - San Francisco Financial Advisor” — firm_official
• Parent company — Stifel Financial Corp. (high)
  • “References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE , FINRA , and SIPC .” — firm_official
• Firm type — wirehouse (medium)
  • “STIFEL, NICOLAUS & COMPANY, INCORPORATED” — sec_finra_regulatory
  • “Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE” — firm_official
• Team name — NetLegacy Wealth Advisory Group (high)
  • “NetLegacy Wealth Advisory Group - San Francisco, California 94104 | Stifel” — firm_official
  • “Stifel / NetLegacy Advisory Group” — forbes_shook
• Team size — 4 (medium)
  • “Eric J. Krueger, APMA Managing Director/Investments” — firm_official
• CRD — 5687936 (high)
  • “ERIC KRUEGER” — sec_finra_regulatory
• Years experience — 12 (medium)
  • “Eric began his investment industry career and joined Stifel in 2013.” — firm_official
  • “STIFEL, NICOLAUS & COMPANY, INCORPORATED” — sec_finra_regulatory
• Designations — other:APMA (high)
  • “Eric J. Krueger, APMA Managing Director/Investments” — firm_official
  • “Stifel | Eric Krueger, APMA® - San Francisco Financial Advisor” — firm_official

Book of business

• Team AUM ($M) — 2300 (high)
  • “Team Assets (Custodied): $2.3B” — forbes_shook
• Account minimum ($M) — 0.5 (high)
  • “Minimum Account Size for New Business: $500K” — forbes_shook
• Typical client net worth ($M) — 8 (high)
  • “Typical Net Worth of Relationships: $8-25M” — forbes_shook
• Client niche — generalist (medium)
  • “He gears his practice toward investors who value the work he does so they can focus on family, health, their business, and their passions in life.” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “Financial Responsibility Starts With You” — firm_official

Positioning & marketing

• Website url — https://www.netlegacyag.com/ (high)
  • “NetLegacy Wealth Advisory Group - San Francisco, California 94104 | Stifel” — firm_official
• Value proposition (verbatim) — Eric Krueger specializes in helping clients employ proper asset allocation and risk management strategies may help lead to a more optimized portfolio. With each client, Eric performs a thorough analysis of their investments and goals to understand their unique situation before investing. (high)
  • “Eric Krueger specializes in helping clients employ proper asset allocation and risk management strategies may help lead to a more optimized portfolio. With each client, Eric performs a thorough analysis of their investm” — firm_official
• Differentiators — Asset allocation and risk management for an optimized portfolio, Thorough analysis of each client's investments and goals before investing, Serves investors who want to focus on family, health, business, and passions, Combines market aptitude with Stifel's high-quality resources, Highly customized strategies plus top-tier service (high)
  • “Eric combines their aptitude of the markets with the high-quality resources of Stifel to deliver the top-tier client experience their clients expect and deserve.” — firm_official
  • “He gears his practice toward investors who value the work he does so they can focus on family, health, their business, and their passions in life.” — firm_official
• Content marketing — none (medium)
  • “NetLegacy Wealth Advisory Group Wealth Tracker (866) 543-5108 FINRA's BrokerCheck” — firm_official
• Has podcast — no (medium)
  • “Connect with Stifel on Social Media visit us at LinkedIn visit us at Twitter visit us at Facebook visit us at YouTube visit us at Instagram” — firm_official
• Books published — 0 (medium)
  • “Eric began his investment industry career and joined Stifel in 2013. Prior to joining Stifel, Eric was an Investment Committee Analyst for a regional firm and an Exploration and Production Analyst.” — firm_official
• Linkedin url — https://www.linkedin.com/in/eric-krueger-05981326/ (medium)
  • “Eric Krueger - Managing Director/Investments - Stifel” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “visit us at LinkedIn” — firm_official
• Press awards — Forbes Top Next-Gen Wealth Advisors (2021), Forbes Best-In-State Wealth Advisors (medium)
  • “Eric Krueger – San Francisco, California” — firm_official
  • “Forbes List Appearances: 13” — forbes_shook

Visual brand

• Has distinct logo — no (high)
  • “” — firm_official
• Logo url — https://www.stifel.com/images/home/stifel-logo.svg (high)
  • “” — firm_official
• Visual brand notes — Stifel corporate template: navy header with white Stifel wordmark, team name as plain text. Full-bleed San Francisco skyline hero photography, sans-serif type, square headshots. No independent team identity. (high)
  • “” — firm_official

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