Jordan Kreiner (CRD# 1191764) is an Investment Advisor Representative working at Kreiner Financial Wealth Management, Inc. in Spring Grove, PA and has over 40 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5262146
Johnson & White Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kreiner Financial Wealth Management, Inc. | Spring Grove, PA | Mar 2018 - Current | 6 |
| Kreiner Financial Group, Inc. Fka Senior Strategies Inc. | Spring Grove, PA | Nov 1994 - Current | 29 |
| Gradient Securities, Llc Dba Gradient Wealth Management | Spring Grove, PA | Jan 2017 - Mar 2018 | 1 |
| Gradient Securities, LLC | Arden Hills, MN | Nov 2015 - Mar 2018 | 2 |
| Planmember Securities Corporation | Carpinteria, CA | Dec 2007 - Nov 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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