Our Team

Group photo 2019

Joe Kruse, CLU®, ChFC®, CFP®, AEP®

Financial Adviser and President

Joe Kruse (CA Insurance License #0E46228) is the Owner, Founder and President of Kruse Financial Group. Joe has been working in the financial services business since June of 1988 giving more than 30 years of experience 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 a current member and Past President of the Siouxland Estate Planning Council, Past President of the Siouxland Chapter of NAIFA, past member of the Siouxland Airport Board of Trustees, Board member of the Siouxland Trails Foundation, the Siouxland Chamber of Commerce and the Sunrise Retirement Community, as well as a 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.

Tyler Kruse

Financial Adviser and Partner

Tyler has been working with Kruse Financial Group since December 2014 as a Financial Adviser*. He graduated from the University of Nebraska at Lincoln in 2014 with a Bachelor’s of Science degree in Biological Systems Engineering with an emphasis in Biomedical Engineering.

Tyler is actively working on obtaining his CFP designation and currently holds the FINRA Series 7 and 66 Securities Licenses as well as licenses for life, health, and variable contracts. Tyler stays active in the community by serving on the Board of Directors for Big Brothers Big Sisters of Siouxland, is involved in the Sioux City Growth Organization, and he is a Certified Fire Fighter and EMT for North Sioux City.  Tyler enjoys spending time with friends and family, which may include a relaxing day on the water or an exciting day on the slopes.

Tyler believes that building relationships is one of the most important things you can do, therefore he is committed to working with our clients to help them succeed in their financial planning goals.

Jason Rasmussen

Associate Financial Adviser

As an Associate Financial Adviser, Jason assists Joe and Tyler in the financial planning process as well as servicing client investment accounts. He has been with the team since June of 2018 and is excited to be starting his career at Kruse Financial Group.

Jason graduated from the University of South Dakota in May of 2018 with a Bachelors of Business Administration in Finance. While at the University of South Dakota, Jason stayed active in various community service events to raise money for charities such as Ava’s House and Cure Kids Cancer. In his free time, he likes to travel, play the guitar, and spend time with friends.

Margaret Wood

Client Services Manager

Margaret is a licensed service assistant who joined Kruse Financial Group in July 2018.  She has 20 years of business experience mostly in the human resource function. Margaret holds her life and health license and is available to assist clients with any service questions.  Along with greeting our clients, she also supports our agents during the application & underwriting process for all life and annuities.

When Margaret is not at work she enjoys being outside and helping on the family farm near Salix, IA with her husband Ron.

Kristin Beswick

Office Manager

Kristin’s organizational skills and attention to detail help her assist Joe and Tyler by coordinating administrative functions and facilitating workflow. Since joining Kruse Financial Group in May of 2008, Kristin has served in many roles for the team. She currently she manages daily operations of the office and coordinates marketing efforts and special events.

Originally from Cedar Rapids, Iowa, she currently resides in Dakota Dunes with her husband, Brent, and their three kids. Kristin remains actively involved with the Junior League of Sioux City and other community volunteer organizations.

Renee

Renee Kruse

Financial Controller

Renee is the Financial Controller for Kruse Financial Group. With this role, she manages the Accounting and Human Resources components of the business to ensure everything runs efficiently behind the scenes.

Renee is a Sioux City native. She graduated from the University of Iowa with a Business Management degree. While at the University of Iowa, she ran Cross Country and both indoor and outdoor track. Away from the office, Renee cultivates a love of exercise, reading, and the outdoors. Renee and husband Joe have three children, Nicole, Tyler, and Cory and are grandparents to Emery.

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