Joe Kreger, financial advisor Oklahoma City OK
96 score

Joe Kreger

CRD Number: 3133650
Current Firm: Northwestern Mutual Investment Services,llc

Joe Kreger (CRD# 3133650) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Oklahoma City, OK and has over 17 years of experience in the finance industry. Joe Kreger 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
Northwestern Mutual Investment Services, Inc. Milwaukee, WI Sep 1999 - Current 17
Northwestern Mutual Life Milwaukee, WI Oct 1998 - Current 18
Northwestern Mutual Investment Services, LLC Edmond, OK Jan 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Joe B. Kreger
Phone Number: 866-664-7737
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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