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Michele Lea Krueger

Investment Adviser Representative at Accel Wealth Management

Waverly, IACRD #4223494Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michele Lea Krueger is an investment adviser representative with Accel Wealth Management in Waverly, IA, where they have been registered since 2017. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Cambridge Investment Research, Inc. and CUNA Brokerage Services, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa and Texas.

Office

301 Oak Ridge Circle
Waverly, IA 50677

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa, Texas
Broker:
11 states and territories

Arizona, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nevada, North Carolina, Virginia, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/19/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 1/22/2001
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/30/2000
Series 53
Municipal Securities Principal Examination
Passed 4/8/2015
Series 24
General Securities Principal Examination
Passed 11/3/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Accel Wealth ManagementCurrent
6/26/2017 – Waverly, IA
Cambridge Investment Research, Inc.
8/2/2016 – 2/28/2019Cedar Falls, IA
CUNA Brokerage Services, Inc.
10/31/2000 – 7/8/2016Waverly, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cambridge Investment Research, Inc.
    Aug 2016 – Feb 2019Fairfield, IA
  2. Accel Wealth Management LLC
    Jun 2017 – no end date reportedCedar Falls, IA
  3. The Accel Group, LLC fka First Insurance Services
    Aug 2016 – no end date reportedCedar Falls, IA
  4. Integrity Alliance, LLC
    Feb 2019 – no end date reportedWaverly, IA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Accel Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Individual, business, and agribusiness insurance solutions, strategic counsel, employee benefits, financial and risk management services, risk management audits, and safety training.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Commercial InsurancePersonal InsuranceAgribusiness InsuranceEmployee BenefitsRisk ManagementFinancial ServicesIndependent AgencySafety Training

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
3
Main office:
Waverly, IA
SEC file number:
801-108814

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 4, 2026

View full firm profile

Other advisors at Accel Wealth Management

9 other advisors in the directory

View Accel Wealth Management firm profile

Similar advisors in Waverly, IA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michele Lea Krueger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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