Jonathan KrepsCRD Number: 3172799
Current Firm: Sagepoint Financial, Inc.
Jonathan Kreps (CRD# 3172799) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Willmar, MN and has over 19 years of experience in the finance industry. Jonathan Kreps 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.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||9|
|Aig American General Life Insurance Company||Willmar, MN||Oct 2002 - Current||15|
|Aig Financial Advisors, Inc.||Willmar, MN||Oct 2008 - Jan 2009||< 1|
|American General Securities Incorporated||Willmar, MN||Oct 2002 - Oct 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY