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Types of Accounts  

Krueger Brokerage, Inc. offers a host of accounts to meet all of your investment needs. Here's a brief list of the types of accounts we offer:

  1. Individual or Joint Cash Account - Allows you to purchase stocks, bonds, CD's  & mutual funds. Call or email us for an application.
  2. IRA, IRA Rollover, ROTH IRA, Coverdale ESA - Self Directed - $35 Annual Fee - Allows you to purchase stocks, bonds, CD's & mutual funds on a tax deferred basis. Call or email us for an application.
  3. IRA, IRA Rollover, ROTH IRA, Coverdale ESA, Section 529 Plans - Direct with Mutual Fund Family - Annual fees vary
  4. Investment Club - Reduced commission charge available. Call or email us for an application.
  5. Bank or Trust Company Account - Call or email us for an application.
  6. Margin Account - Call or email us for an application.
  7. Company or Group retirement Plans (401K, SIMPLE IRA's, Profit-Sharing Plans, etc.) - Call or email us for an application.
  8. Life Insurance - Call or email us for an application.
  9. Long-Term Care insurance - Call or email us for an application.
Other types of Accounts are available, 401 (k) Plan Rollovers are included in the IRA categories. For more information, please call, or fill out our Request for Information form, or email us and a representative will contact you.

Start investing today...many of our accounts can be started by downloading the corresponding form and bringing it to our office. Please don't hesitate to contact us with any questions.

 

Contact Information

Street Address:
406 Main Street
Keokuk, IA 52632

Phone/Fax Numbers:
Phone: (319) 524-1240
Toll-free: (888) 524-1240
Fax: (319) 524-1241

   

info@kruegerbrokerage.com | www.kruegerbrokerage.com

 

Securities and advisory services offered through B.B. Graham & Company, Member FINRA and SIPC. Krueger Brokerage, Inc. and B. B. Graham & Company are separate and unrelated companies.

 

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