Commonwealth Financial Network has made a hefty addition to its rapidly growing advisory network as a family-led ensemble from Arizona joins from Osaic.
The fast-growing RIA announced Tuesday that Krueger Financial Services, a family-owned firm based in Tempe, Arizona, has officially become the latest partner in its independent network. The firm, previously affiliated with Osaic, manages over $630 million in client assets and includes a team of nine advisors, led by Kim Krueger, her brother Eric Krueger, and Tim Hill.
In discussing the transition, Kim Krueger emphasized the importance of aligning with a partner that understands the unique needs of an ensemble practice.
“One of the biggest challenges as an ensemble practice is that much of the industry hasn’t evolved to serve our business model,” Kim Krueger said in a statement Tuesday.
The partnership with Commonwealth is expected to offer the Krueger team not only a cultural fit but also the technology and resources necessary to optimize their operations.
“I’m highly focused on where I can gain additional efficiencies,” Krueger added. “Easy access to subject matter experts makes a huge difference.”
She also stressed the benefits of using an integrated platform for her practice as well as their clients, which includes family relationships that span four generations.
And Commonwealth’s integrated trading platform means I don’t have to use several systems to get something done—and neither do our clients, who can access what they need through one portal.”
The Krueger team is also looking to the future, with a particular emphasis on business continuity and succession planning.
“We also value the tools and resources around business continuity and succession, as our primary objective is to ensure our clients are well served for generations to come,” Krueger noted.
Becca Hajjar, managing principal and chief business development officer at Commonwealth, echoed the importance of the cultural fit, highlighting the shared values between the two organizations.
“As a family-owned practice, the Krueger team felt at home with our private ownership structure,” Hajjar said. “Also, like us, the team wants a decades-long partnership based around giving clients an outstanding experience.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
