Terri E. Krueger, ChFC®

Wealth Management Advisor

Terri E. Krueger opened Krueger Advisors, LLC in November 2018. Building upon a background in the banking and insurance business since 1989, becoming a financial advisor in 2007. As a fully independent Senior Financial Advisor, she offers over three decades of financial experience.

Her securities licenses include a Series 6, 7, and 63 held through LPL Financial. Terri’s broad experience enables her through LPL Financial and Krueger Advisors, LLC to provide clients with informed recommendations which include: estate and retirement planning, life insurance and long term care planning.  Terri helps clients select the appropriate investment path to pursue each clients personal goals and objective.

Since 2012 Terri has been a qualifying member of the MDRT (Million Dollar Round Table), the Premier Association of Financial Professionals, receiving a 3rd Court of the Table designation in 2021 and the prestigious Top of the Table designation in 2022. MDRT published an article about Terri, honoring her work with the MDRT Foundation supporting the Rescue Mission Alliance of Syracuse. The article may be found in MDRT’s international trade magazine, “Round the Table,” in the March/April 2019 edition. Syracuse Women’s Magazine published an article about Terri in their December 2021 issue. Terri has been a member of the MDRT Business Development Task Force, MDRT Foundation Grant Committee, and now a member of the MDRT US Community Leader task force in charge of communication and outreach to other financial services representatives throughout the country.

Other volunteering efforts include several local organizations: The Rescue Mission Alliance of Syracuse, Town of Cicero Youth Board (servicing The Friends of the CanTeen) as well as co-founding the Women’s Mastermind Networking (WMN) group. Nationally, Terri has been selected as a member of LPL’s Elite Women’s Mastermind group and Women’s Leadership Roundtable group.  On May 15, 2018 Terri was elected to the North Syracuse Board of Education where she currently holda a seat. Her past roles also include working as a (CASA) Court Appointed Special Advocate, for children (Onondaga County), Treasurer and Vice President of the Plank Road Chamber of Commerce and as the past Road Captain and past Secretary for International Fire and Iron motorcycle club with Syracuse Station #99.

You can visit her website here: Krueger Advisors, LLC