Jonathan Krueger is a registered investment advisor, based in Colorado Springs, CO, with 18 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Colorado Springs, CO
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2024Closed-No Action
Customer Dispute
December 2023Settled
Customer Dispute
June 2010Settled
Other Business Activities
Jonathan is a managing member of Rocky Mountain Leadership Group, LLC, and Krueger EZ Life, LLC. He spends minimal time on each of these activities.
Employment History
Current Registrations
Larson Financial Securities, LLC
November 2021 - Present · 4 yrs 11 mos
Larson Financial Securities, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Larson Financial Group, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Lion Street Advisors, LLC
October 2018 - July 2021 · 2 yrs 9 mos
Accelerated Wealth Advisors LLC
September 2014 - September 2018 · 4 yrs
PFS Investments INC.Broker
November 2002 - June 2009 · 6 yrs 7 mos
State Registrations11 states
AKAZCACOGAIDMOORTXUTWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
More Advisors
- Glenn Grosh, CFPLPL Financial LLC
- Nathan Pfeiffer, CFAT. Rowe Price Associates, INC.
- Redding May, CFAMorgan Stanley
- Robert Sikorski, CFPLPL Financial LLC
- Amy Crispino, CFPRaymond James Financial Services Advisors, INC
- Matthew Wenzlaff, ChFC