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Orion Kroeger, financial advisor Grass Valley CA

Orion Kroeger

CRD Number: 6418164
Current Firm: Kroeger Financial Partners

Orion Kroeger (CRD# 6418164) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has 1 year of experience in the finance industry. Orion Kroeger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kroeger Financial Partners Grass Valley, CA Feb 2015 - Current 9
Kroeger Financial Grass Valley, CA Jan 2004 - Current 20
Kroeger Financial Grass Valley, CA Nov 2014 - Feb 2015 < 1

Orion Kroeger has no recent exams reported.
Contact Info for Orion Kroeger
By the Numbers
  • Total Assets Under Management
    74
    MILLIONS
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $250,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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