Jordan Kreiner
Jordan Kreiner is a registered investment advisor at Kreiner Financial Wealth Management, INC., based in Spring Grove, PA, with 39 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kreiner Financial Wealth Management does not directly manage investments. Instead, they refer clients to third-party managers (TPMs) who manage the investments. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% per year
- Tactical Portfolios: 1.80% per year
- Allocation & Defined Outcome Portfolios: 1.70% per year
- Private Wealth Portfolios: 1.50% per year
- Preservation Portfolios: 1.00% per year
These fees are negotiable and assessed quarterly. A $15 quarterly technology fee is also charged per account. Kreiner Financial Wealth Management receives a portion of these fees from the TPMs for the referral.
Location
Spring Grove, PA
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Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Jordan is the president and 50% owner of Kreiner Financial Group, Inc. (formerly Senior Strategies, Inc.), which sells life insurance, long-term care insurance, fixed annuities, and estate inventory booklets; Jordan spends a few hours per week on this business.
Employment History
Current Registrations
Kreiner Financial Wealth Management, INC.
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Planmember Securities CorporationBroker
Fortune Financial Services, INC.Broker
Usallianz Securities, INC.Broker
Wall Street Financial Group, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.