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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dirk Kreps is an active investment advisor representative in Minnesota and is also registered with the Securities and Exchange Commission (SEC) as an investment advisor. Jonathan Kreps is a CERTIFIED FINANCIAL PLANNER™ professional. He is associated with Osaic Wealth, Inc. and has been in the industry since January 14, 1999. Jonathan Kreps has experience with a number of firms including SagePoint Financial, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Jonathan Kreps is registered in 27 states as an investment advisor representative and has a number of licenses, including the Series 6, Series 7, Series 63, and Series 65. Osaic Wealth, Inc. is a financial advisor firm that provides financial planning services to individuals, families, and businesses. Jonathan Kreps's financial planning services include investment management, retirement planning, college savings planning, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (WILLMAR MN)
MN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLMAR MN)
MN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WILLMAR MN)
TX
01/15/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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