Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Kroening is a financial advisor who has been in the industry since April 2005. Jonathan is currently registered with Osaic Wealth, Inc. and has previous experience with Woodbury Financial Services, Inc., SII Investments, Inc. and Thrivent Investment Management Inc. Jonathan is a Certified Financial Planner and Chartered Financial Consultant. Jonathan is registered with the state of Florida and is licensed to sell insurance. Jonathan also provides tax advice to clients.
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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (MENOMONIE WI)
WI
10/18/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MENOMONIE WI)
WI
07/13/2015 - 10/18/2017
SII INVESTMENTS, INC. (MENOMONIE WI)
WI
04/14/2005 - 07/16/2015
THRIVENT INVESTMENT MANAGEMENT INC. (MENOMONIE WI)
BOTH
Issued 4/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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