Jordan J. Kreiner

KREINER FINANCIAL WEALTH MANAGEMENT

Spring Grove, PA

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CRD#: 1191764

Professional summary

Jordan Jay Kreiner is a registered financial advisor currently at KREINER FINANCIAL WEALTH MANAGEMENT, INC. located in Spring Grove, Pennsylvania.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jordan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Kreiner Financial Group, Inc. fka SENIOR STRATEGIES, INC.; 586 ROCKVILLE ROAD, SPRING GROVE, PA 17362; LIFE INSURANCE, LONG TERM CARE INSURANCE, FIXED ANNUITIES AND SALES OF ESTATE INVENTORY BOOKLETS; PRESIDENT; START 01/2005; 50% OWNER, OTHER 50% OWNED BY SPOUSE; 10 HRS/MONTH DEVOTED TO BUSINESS; 10 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Jay Kreiner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 30, 2018 - Present

KREINER FINANCIAL WEALTH MANAGEMENT, INC.

RIA

CRD#: 292878

Spring Grove, PA

Past

January 12, 2017 - March 30, 2018

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

Spring Grove, PA

Past

November 6, 2015 - March 30, 2018

GRADIENT SECURITIES, LLC

CRD#: 127701

Spring Grove, PA

Past

December 6, 2007 - November 3, 2015

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

SPRING GROVE, PA

Past

August 23, 2005 - December 20, 2006

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

NEW BRIGHTON, PA

Past

October 28, 2003 - September 15, 2004

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

December 17, 2001 - October 1, 2003

WALL STREET FINANCIAL GROUP, INC.

CRD#: 35830

VICTOR, NY

Past

May 15, 1984 - December 18, 2001

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/30/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/11/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/23/1987

Investment Company Products/Variable Contracts Principal Examination

Current Firm

KREINER FINANCIAL WEALTH MANAGEMENT, INC.

CRD#: 292878 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/22/2018 Approved)

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Contact information

Main Address

Spring Grove, PA

Mailing Address

Phone number

(717) 225-3445

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jordan J. Kreiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Jay Kreiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

PLANMEMBER SECURITIES CORPORATION

FORTUNE FINANCIAL SERVICES, INC.

USALLIANZ SECURITIES, INC.

WALL STREET FINANCIAL GROUP, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2016

Series 63

Date: 3/20/1984

SIE

Date: 3/30/2018

Series 6

Date: 5/11/1984

Series 26

Date: 10/23/1987

Current Firm

KREINER FINANCIAL WEALTH MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

KREINER FINANCIAL WEALTH MANAGEMENT, INC.

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