JK
James J. Kragenbring
AQUIFER CAPITAL
Phoenix, AZ 85004
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CRD#: 3225491
JK
Professional summary
James John Kragenbring is a registered financial advisor currently at AQUIFER CAPITAL, LLC located in Phoenix, Arizona.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. James has worked at 2 firms and has passed the Series 65 exam.
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.
Midwestern Baptist Theological Seminary: I serve as the Senior Vice President for Institutional Administration and as Assistant Professor of Business and Christian Studies at Midwestern Seminary and Spurgeon College ("Midwestern"); I have served at Midwestern since August 1, 2017. Midwestern's purpose is not investment-related. Midwestern is a Christian post-secondary educational institution, offering undergraduate and graduate degrees primarily in the field of biblical and theological studies. As an administrator, I am responsible for leading the school's business and investing activities and for administering the undergraduate Business Leadership program; as a professor, I am responsible for teaching courses in the areas of business and Christian studies. My commitment to Midwestern is full-time; while my position provides flexibility, my commitment to Midwestern occurs primarily during normal securities trading hours. Midwestern's address is: 5001 N Oak Trafficway, Kansas City, MO 64118. BETHLEHEM COLLEGE & SEMINARY: I SERVE AS A TRUSTEE ON THE BOARD OF TRUSTEES FOR BETHLEHEM COLLEGE AND SEMINARY ("BCS"); I HAVE SERVED SINCE ITS FORMATION IN 2008. BCS'S PURPOSE IS NOT INVESTMENT-RELATED. BCS IS A CHRISTIAN POST-SECONDARY EDUCATIONAL INSTITUTION, OFFERING UNDERGRADUATE AND GRADUATE DEGREES PRIMARILY IN THE FIELD OF BIBLICAL AND THEOLOGICAL STUDIES. AS A MEMBER OF THE BOARD OF TRUSTEES, I SHARE RESPONSIBILITY FOR OVERSEEING MANAGEMENT OF THE PROPERTY, BUSINESS AND AFFAIRS OF BCS. MY COMMITMENT TO BCS TYPICALLY AMOUNTS TO LESS THAN 5 HOURS PER MONTH; LITTLE-TO-NONE OF THAT TIME OCCURS DURING SECURITIES TRADING HOURS. BCS'S ADDRESS IS: 720 13TH AVE S, MINNEAPOLIS, MN 55415.
CRS (Client Relationship Summary) - RIA
Click below to view James John Kragenbring'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®
NoneExperience
Current
December 15, 2021 - Present
AQUIFER CAPITAL, LLC
Office #1: 1 N. First Street Suite 700, Phoenix, AZ 85004RIA
CRD#: 165364
Phoenix, AZ
Past
May 17, 2013 - December 31, 2015
AQUIFER CAPITAL, LLC
RIA
CRD#: 165364
PHOENIX, AZ
Past
January 1, 2002 - December 8, 2003
NISA INVESTMENT ADVISORS, LLC
RIA
CRD#: 107313
SAINT LOUIS, MO
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
Arizona(12/15/2021)
Current Firm
AC
AQUIFER CAPITAL, LLC
AQUIFER CAPITAL, LLC | KRAGENBRING CAPITAL, LLC
CRD#: 165364 / SEC#:
Arizona
Registered Investment Advisory firm - (5/17/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 N. First Street Suite 700, Phoenix, AZ 85004
Mailing Address
Phone number
(602) 714-8070
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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