Sam graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration degree in 2005. He then earned his Masters of Business Administration degree in 2008 from University of Wisconsin-Milwaukee. While attending both undergraduate and graduate school, Sam worked full-time at US Bank as a mutual fund Compliance Officer. Following the completion of his Master’s program he joined Wachovia Securities, now Wells Fargo Advisors, LLC, where he became a financial advisor.
Sam earned his Chartered Retirement Planning Counselor SM Professional (CRPC®) designation in 2009, and then earned his CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL (CFP®) designation in 2011. In 2012, he was recruited to Morgan Stanley to create, develop and execute financial planning for various clients. In 2013, he was recruited to MassMutual-Wisconsin to be Junior Planner in the Financial Planning Department. In total, Sam has been in the financial services industry for over 11 years.
Sam was born in Orlando, FL, but has lived in the Milwaukee area for most of his life. He currently resides in Hustisford and enjoys golfing, volleyball, boating, kayaking, fishing, and most other outdoor activities. He is active in his church, is the Treasurer of a free health clinic in Milwaukee and adjunct teaches from time to time at both the University of Wisconsin-Milwaukee and Wisconsin Lutheran College.
Samuel Kruschel is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.