JK
James N. Kraeske
VISIONARY HORIZONS
KNOXVILLE, TN 37932
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CRD#: 5201883
JK
Professional summary
James Nathan Kraeske, who also goes by James N Kraeske, is a registered financial advisor currently at VISIONARY HORIZONS, LLC located in Knoxville, Tennessee.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James N Kraeske
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) DECORATEWITHEASE.COM LLC; NOT INVESTMENT-RELATED; ADDRESS: OAK RIDGE, TN 37830; NATURE OF BUSINESS: INTERNET SALES - HOME DECORATING; CO-OWNER/PRESIDENT; START: COMPANY FOUNDED IN MARCH 2003; APPROXIMATELY 2 HOURS/MONTH DEVOTED TO THIS BUSINESS; 0 HOURS DEVOTED DURING SECURITY TRADING HOURS; DUTIES RELATING TO BUSINESS: MAINTAIN WEBSITE. ~2) Licensed Independent Insurance Agent; Investment-related; Knoxville, TN; Start Date 11/2006; Approximately 40 hours/month devoted to the business with 40 hours/month during trading hours; Annuities, life, long-term care.
CRS (Client Relationship Summary) - RIA
Click below to view James Nathan Kraeske'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
August 4, 2025 - Present
VISIONARY HORIZONS, LLC
Office #1: 620 Mabry Hood Rd Suite 301, Knoxville, TN 37932RIA
CRD#: 150483
KNOXVILLE, TN
Past
June 25, 2009 - June 17, 2024
BROGAN FINANCIAL
RIA
CRD#: 133623
KNOXVILLE, TN
Past
February 15, 2007 - April 30, 2009
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
BRENTWOOD, TN
Past
October 16, 2006 - April 30, 2009
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
BRENTWOOD, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VH
VISIONARY HORIZONS, LLC
NAME1020 | WEALTHBRIGHT ADVISORS | VISIONARY HORIZONS, LLC | VISIONARY HORIZONS, L.L.C. | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, LLC | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP | VISIONARY HORIZONS WEALTH MANAGEMENT | TRISTAR WEALTH MANAGEMENT
CRD#: 150483 / SEC#: 801-79890
RIA
Registered Investment Advisory firm - (6/24/2014 Approved)Tennessee
Registered Investment Advisory firm - (8/1/2014 Terminated)Texas
Registered Investment Advisory firm - (7/2/2014 Terminated)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
Tennessee(8/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
VH
VISIONARY HORIZONS, LLC
NAME1020 | WEALTHBRIGHT ADVISORS | VISIONARY HORIZONS, LLC | VISIONARY HORIZONS, L.L.C. | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP, LLC | VISIONARY HORIZONS WEALTH MANAGEMENT GROUP | VISIONARY HORIZONS WEALTH MANAGEMENT | TRISTAR WEALTH MANAGEMENT
CRD#: 150483 / SEC#: 801-79890
RIA
Registered Investment Advisory firm - (6/24/2014 Approved)Tennessee
Registered Investment Advisory firm - (8/1/2014 Terminated)Texas
Registered Investment Advisory firm - (7/2/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 Mabry Hood Rd Suite 301, Knoxville, TN 37932
Mailing Address
Phone number
(865) 675-8496
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,229 |
| AUM (Assets Under Management) | $ 291,415,668 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VISIONARY HORIZONS, LLC
CRD#: 150483Knoxville, TN 37932TRUST BUT VERIFY
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