David Kroeninger is a financial advisor with Waddell & Reed, Inc. Dave is on a team with another advisor, Greg Alft; forming Lakeside Partners at Waddell & Reed. Dave has been with Waddell & Reed and the financial services profession for over 30 years. Together, with the entire Lakeside Partners group, Dave looks to continually maintain and improve the service and structure of his client relationships as he seeks to help people pursue their financial goals.
Exposure to today's financial issues can revolve around taxe strategies, investments, insurances, and retirement/estate planning. From an overall development of planning strategies that addresses these issues, Dave strives for being in position to be able to provide custom recommendations that address the unique concerns that people have.
Dave was born and raised on the north side of Milwaukee, WI and currently resides in Menomonee Falls, WI. After graduating from Milwaukee Lutheran Hight School, Dave attended and graduated from Carroll University in Waukesha, WI. Married to Jane for over 28 years, they have three children together; Daniel, Ellen, and Catherine. He enjoys the outdoors and all the activities that go with it.
WIth the help of the Lakeside Partners team, Dave looks to provide a continuing presence for the benefit of all those associated with him.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.
Lakeside Partners is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18