Kroeger Financial Partners

Kroeger Financial Partners (CRD# 175113) is a financial advisory firm headquartered in Grass Valley, CA. They manage $11,500,000 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $97,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kroeger Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
Karen A. Kroeger
CRD#: 4705932
12430 Nevada City Highway, Grass Valley, CA 95945
90
Wealthminder
score

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. Karen 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.

2
Orion Kroeger
CRD#: 6418164
12430 Nevada City Highway, Grass Valley, CA 95945
90
Wealthminder
score

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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