Serving clients for over 35 years.
KBI Advisory Group is a Financial Services firm located in Keokuk, IA. Founded as Krueger Brokerage in 1986 by Henry F. Krueger and Roy L. Krueger Jr.
Today, as KBI Advisory Group, the firm remains true to its founding principles and continues to be family owned and operated, now in it’s 2nd generation.
KBI Advisory Group serves individuals, businesses, trusts and non-profits. They provide excellent service and strive to please each client individually.
They currently serve the Tri-State Area of Iowa, Illinois, and Missouri, and multiple other states in the U.S. They are licensed to do business in Managed Accounts, Stocks, Corporate and Municipal Bonds, Stock Options, Mutual Funds, Treasuries, C.D.’s, Traditional IRA’s, Roth IRA’s, SIMPLE IRA’s, SEP IRA’s, UTMA’s, UGMA’s, 529 Plans, 403B Plans, 457 Plans, Annuities and Life Insurance products. They now also offer Financial and Retirement Planning services.
Contact
➤ LOCATION
406 Main Street
Keokuk, IA 52632
☎ CONTACT
Phone: (319) 524-1240
Toll-free: (888) 524-1240
Fax: (319) 524-1240
Email:
kbi@moorscabot.com
Areas of Business
Stocks
A stock (also known as "shares" or "equity") is a type of security that signifies proportionate ownership in the issuing corporation. This entitles the stockholder to that proportion of the corporation's assets and earnings.
Bonds
A bond is a fixed income instrument that represents a loan made by an investor to a borrower (typically corporate or governmental). A bond could be thought of as an I.O.U. between the lender and borrower that includes the details of the loan and its payments. A bond has an end date when the principal of the loan is due to be paid to the bond owner and usually includes the terms for variable or fixed interest payments that will be made by the borrower. Bonds are used by companies, municipalities, states, and sovereign governments to finance projects and operations.
RETIREMENT PLANNING
Retirement planning involves preparing today for your future so that you can continue to meet all your goals and dreams independently. This involves setting your retirement goals, determining the amount of funds you will need, and investing to grow your retirement savings. Retirement planning includes determining sources of income, assessing expenses, implementing a savings plan, and managing assets and risk. Future cash flows are estimated to indicate whether the retirement income goal can be reached.
IRA Accounts
An individual retirement account (IRA) is a tax-advantaged investing tool that individuals use to earmark funds for retirement savings. There are several types of IRAs as of 2019: traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs. Sometimes referred to as individual retirement arrangements, investments held in IRAs can encompass a range of financial products, including stocks, bonds, ETFs, and mutual funds. A self-directed IRA is a type of traditional or Roth IRA that allows investors to make all of the investment decisions for their account and affords access to a broader range of investments, such as real estate, private placements, and tax liens.
CERTIFICATES OF DEPOSIT
A certificate of deposit (CD) is a savings certificate with a fixed maturity date and specified fixed interest rate that can be issued in any denomination aside from minimum investment requirements. A CD restricts access to the funds until the maturity date of the investment. CDs are generally issued by commercial banks and are insured by the Federal Deposit Insurance Corporation (FDIC) up to $250,000 per individual.
Mutual Funds
A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities such as stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
MANAGED ACCOUNTS
A managed account is an investment account that is owned by a single investor, either by an institutional investor or an individual or retail investor. A professional money manager, hired by the investor oversees the account. Armed with discretionary authority over the account, this dedicated manager actively makes investment decisions pertinent to the individual, considering the client's needs and goals, risk tolerance, and asset size.
FINANCIAL PLANNING
Financial planning is a process, not a product. It is a process of devising financial plans in regards to the acquiring, investing, and administering of funds to meet life goals; both short-term and long-term. It also helps make advance provisions for the needs that are likely to arise in the future, thus preventing financial stress and risky emergencies. Financial planning is a long-term technique for wisely managing your finances so you can attain your goals and dreams, while at the same time working through the financial hurdles that inevitably arise in every stage of life.
“It’s not how much money you make, but how much
money you keep, how hard it works for you,
and how many generations
you keep it for.”
Let's Chat.
Use the form below to contact us regarding your inquiry. Please be as detailed as possible. Include your industry along with any specific document requests. To help us best service your inquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to lead the firm into uncharted fields of practice.