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Jonathan Paul Krueger

Larson Financial Group, LLC

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About Jonathan Paul Krueger

Jonathan Krueger is a registered investment advisor representative with Larson Financial Group, LLC. Jonathan has been in the financial industry since 2008 and holds a Series 6, 7TO, 26, 63, and 65 license. Jonathan has experience in financial planning, portfolio management, and pension consulting. Jonathan also has experience working with high-net-worth individuals, corporations, and charitable organizations. Jonathan is passionate about helping clients achieve their financial goals.

Firm Information

Jonathan Krueger is currently registered with Larson Financial Group, LLC. Larson Financial Group, LLC is a Saint Louis, Missouri-based investment advisor with over 70 licensed agents and over $2.7 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, and other entities, including charitable organizations and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Larson Financial Group, LLC

100 N BROADWAY

SAINT LOUIS, MO 63102

$2.74B

Assets Under Management

Not reported

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Krueger’s Registration & Firm History

MO

03/23/2023 - Present

Larson Financial Group, LLC (SAINT LOUIS MO)

CO

11/18/2002 - 06/05/2009

PFS INVESTMENTS INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 12/17/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/19/2021

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jonathan Paul Krueger. Review regulatory record here.
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