Meet Joe Kruse
Joe Kruse is the Owner, Founder and President of Kruse Financial Group. Joe brings 30 years of experience in the financial services business to his clients. As president of Kruse Financial Group, Joe and his team are committed to helping clients succeed in planning their goals across a broad range of financial planning and wealth management needs.
Specializing in working with business owners, executives and high net worth families, Joe brings particular specialization in Investment Management, Business Succession Planning, Estate Planning, Retirement Income Planning and Insurance Design.
Joe has earned numerous industry and company achievements. He is a life and qualifying member of The Million Dollar Round Table (MDRT)* and consistently a MDRT Top of the Table producer.
Joe earned a bachelor's degree from Westmar College in 1986 with a double major in Finance and Business Management. During his years at Westmar, he was a member of the football team and holds the honor of being the school's all-time leading tackler. Continuing his education, Joe earned his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) in 1996, Certified Financial Planner (CFP®) in 1999, and the AEP® 2013.
Joe is active in both his community and industry organizations. He is currently a Board Member for the Siouxland Chamber of Commerce. He also serves on the Sunrise Retirement foundation board. Joe is a current member and Past President of both the Siouxland Estate Planning Council and the Siouxland Chapter of NAIFA. Previously, he was a member of the Siouxland Airport Board of Trustees, Board member of the Siouxland Trails Foundation and member of the Association for Advanced Life Underwriting (AALU).
He and his wife Renee have three children, Nicole, Tyler and Cory and are grandparents to granddaughter Emery.
As an instrument rated pilot, he shares his love of flying with family, clients and children of the local Young Eagles program.
*The Million Dollar Roundtable (MDRT), the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Joseph D. Kruse, Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency 5101 S. Nevada Avenue, Ste. 200, Sioux Falls, SD 57108 605-373-1400. Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Kruse Financial Group is not owned or operated by Eagle Strategies or its affiliates.
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