Terri E. Krueger,ChFC 

Senior Financial Advisor

Phone: (315) 975-1955 x100

Email: terri.krueger@lpl.com

 

Terri E. Krueger opened Krueger Advisors, LLC in November 2018. She has been involved in the banking and insurance business since 1990 and the investment world since 2008. As a fully independent Senior Financial Advisor, she offers many years of experience to the Financial Industry.

Her current licenses and registrations include Series 6, 7, and 63 through LPL Financial; Life, Accident & Health; and Long Term Care Partnership licenses. Currently, Terri is pursuing her ChFC (Chartered Financial Consultant) designation. Terri's broad experience enables her through LPL Financial to give clients informed recommendations for estate planning, retirement planning and other investment options. In addition, as a financial representative registered with LPL Financial, Terri can help clients select the appropriate investment options to fit into their portfolio and match their objectives.

Since 2012 Terri has been a qualifying member of the MDRT (Million Dollar Round Table), the premier association of financial professionals.  In 2018, MDRT has written an article about Terri honoring her work with the MDRT Foundation and the Rescue Mission Alliance of Syracuse, NY.   The international trade magazine plans to publish the article in early 2019.

Terri volunteers for several organizations:  The Rescue Mission Alliance of Syracuse, NY, Town of Cicero Youth Board (with The Friends of the Canteen), and the Elder Justice Committee of Onondaga County. Terri, along with her certified therapy dog Gemma, volunteer with PAWS of CNY.  On May 15, 2018 Terri was elected on the School Board with the North Syracuse Central School District.  Her past roles include working as a (CASA) Court Appointed Special Advocate, for children, in Onondaga County, Treasurer then VP of the Plank Road Chamber of Commerce.   You may also find Terri riding her Soft Tail Custom Harley Davidson, with her fellow club members, for the International Fire and Iron Motorcycle Club, Syracuse Station #99.