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Orion Kroeger
KROEGER FINANCIAL PARTNERS
Grass Valley, CA 95945
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CRD#: 6418164
OK
Professional summary
Orion Kroeger, CFP®, CIMA® is a registered financial advisor currently at KROEGER FINANCIAL PARTNERS located in Grass Valley, California.
Orion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Orion has worked at 2 firms .
Biography
Orion graduated from UCSD in 2002 with a Bachelor’s degree in Computer Science and Music. He started doing taxes with KF in 2003. In 2013 he began the process to become a CFP® Professional and passed the exam in the summer of 2014. In 2020, he earned his Certified Investment Management Analyst® designation through the Yale School of Business. Orion is the driving force behind our investment firm’s growth. He fine-tuned our planning processes and builds all of the model portfolios we utilize.
Orion loves adventure sports and the outdoors. He has served on the board of Bicyclists of Nevada County since 2014 as Treasurer, and has spent hundreds of hours building and maintaining mountain biking trails in our area. He also teaches trail building classes to teenagers, and volunteers his time patrolling trails for B.O.N.C. to ensure safety for everyone. Orion is happiest when he is outdoors and finds a sense of purpose in helping those around him.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
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.
NAME:KROEGER FINANCIAL
INVESTMENT RELATED: NO
ADDRESS:GRASS VALLEY, CA
NATURE:TAX
POSITION: TAX PREPARER
START DATE:01/2004
HOURS: 35/MO, 20 DURING SECURITIES TRADING
DUTIES: TAX PREPARER
CRS (Client Relationship Summary) - RIA
Click below to view Orion Kroeger'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®
CFP®
Start date: 2014
Experience
Current
January 19, 2016 - Present
KROEGER FINANCIAL PARTNERS
Office #1: 12430 Nevada City Highway, Grass Valley, CA 95945RIA
CRD#: 175113
Grass Valley, CA
Past
April 28, 2015 - December 31, 2015
KROEGER FINANCIAL PARTNERS
RIA
CRD#: 175113
GRASS VALLEY, CA
Past
November 6, 2014 - April 24, 2015
KROEGER FINANCIAL
RIA
CRD#: 128396
GRASS VALLEY, CA
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
California(1/19/2016)
Exams
Current Firm
KF
KROEGER FINANCIAL PARTNERS
KROEGER FINANCIAL PARTNERS
CRD#: 175113 / SEC#:
California
Registered Investment Advisory firm - (1/19/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12430 Nevada City Highway, Grass Valley, CA 95945
Mailing Address
Phone number
(530) 478-9734
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 322 |
| AUM (Assets Under Management) | $ 89,259,968 |
Red Flags
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Company Information
KROEGER FINANCIAL PARTNERS
CRD#: 175113Grass Valley, CA 95945TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
