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:
- Individual or Joint Cash Account
- No Annual Fee - Allows you to purchase stocks, bonds,
CD's & mutual funds. Application
- IRA, IRA Rollover, ROTH IRA, Coverdale ESA
- Self Directed - $45 Annual Fee - Allows you to purchase
stocks, bonds, CD's & mutual funds on a tax deferred
basis. Application
1 & IRA
Application, or Coverdale
ESA Application.
- IRA, IRA Rollover, ROTH IRA, Coverdale ESA, Section 529 Plans - Direct with Mutual Fund Family - $10 Annual Fee (May Vary depending on fund) Call or email us for an Application & Prospectus.
- Investment Club - No Annual Fee
- Reduced commission charge available. Application
- Bank or Trust Company Account - Call for details
- Margin Account - Call for details
- Company or Group retirement Plans (401K, SIMPLE IRA's, Profit-Sharing Plans, etc.) - Call for details
- Life Insurance - Call or e-mail for a Quote
- Long-Term Care insurance - Call or e-mail for a Quote
Other types of Accounts are available, Retirement Plan Rollovers are included in the IRA categories. For more
information, please call, fill 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.
Additional Forms that might be needed:
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