Kroeger Financial Partners

Kroeger Financial Partners (CRD# 175113) is a financial advisory firm headquartered in Grass Valley, CA. They manage $73,679,788 in 294 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kroeger Financial Partners
Showing 1 - 4 of 4 top financial advisors.
1
Erika Kroeger
CRD#: 7037115
12430 Nevada City Highway, Grass Valley, CA 95945

Erika Kroeger (CRD# 7037115) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has over 5 years of experience in the finance industry.

2
Karen A. Kroeger
CRD#: 4705932
12430 Nevada City Highway, Grass Valley, CA 95945

Karen Kroeger (CRD# 4705932) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has 1 year of experience in the finance industry.

3
Orion Kroeger
CRD#: 6418164
12430 Nevada City Highway, Grass Valley, CA 95945

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.

4
Matthew Osypowski
CRD#: 7487936
12430 Nevada City Highway, Grass Valley, CA 95945

Matthew Osypowski (CRD# 7487936) is an Investment Advisor Representative working at Kroeger Financial Partners in Grass Valley, CA and has over 2 years of experience in the finance industry.

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