Jon Krueger, CFS, LUTCF

President

About

As the President and Founder of Krueger Financial Management, Jon has over 3 decades of experience in the financial services industry, which includes 8 years as a Career Agent with Mass Mutual Life Insurance Company, 8 years as a Registered Representative with Multi Financial Securities Corporation and the remaining years as a Registered Representative with Cambridge Investment Research, Inc.

Credentials

Certified Fund Specialist (CFS)

A Certified Fund Specialist certification indicates an individuals expertise in mutual funds and the mutual fund industry. These professionals advise clients on which mutual fund best suit their particular needs. The CFS is the oldest designation in the mutual fund industry.

Registered Investment Advisor Representative

Registered Investment Advisor Representative under the Corporate RIA of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor with the Securities and Exchange Commission. An Investment Advisor Representative is an individual who is paid a fee by clients for providing advice about securities through a financial plan or for investment portfolio management.

Registered Representative

A Registered Representative is an individual who is licensed to buy and sell securities through a broker/dealer on behalf of clients. To become licensed as a Registered Representative a person must pass the Series 6 (Investment Company / Variable Contracts) exam or the Series 7 (The General Securities Representative) exam, and be registered with a broker dealer that is a member of the Financial Industry Regulatory Authority (FINRA) or a self regulatory organization.

Life Underwriter Training Council Fellow (LUTCF)

The LUTCF designation is conferred only upon those individuals who can meet or exceed exacting standards determined by two of the leading insurance organizations in the United States: the Life Underwriter Training Council (LUTC) and the National Association of Life Underwriters (NALU). The LUTCF designation demonstrates a firm commitment to NALU’s Code of Ethics and establishes an agent’s credentials in dealing with other financial professionals. It also clearly marks the agent’s commitment to professional development and growth.

Awards/Distinctions

2011 Denver 5 Star Wealth Advisor – Colorado Business and 5280 Magazine*

*The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the investment advisor’s clients. The rating is not indicative of the investment advisor’s future performance. See the announcement page for more information on how the Five Star Wealth Managers are chosen.

Securities Registrations

Series 6 – Investment Company / Variable Contracts Representative

Series 7 – The General Securities Representative

Series 63 – The Uniform Securites State

Series 65 – Uniform Investment Advisor Law

Insurance Licenses

Fixed and Variable Life Insurance

Fixed and Variable Annuities

EDUCATION

New Hampshire College

College of Business (1987-1989)

Valparaiso University

Bachelor of Science in Business Administration (1989-1991)

CIVIC / VOLUNTEER ORGANIZATIONS

Member of Eastern Hills Community Church

Mission Experience (children’s orphanage in Haiti)

PERSONAL

Jon lives in Southeast Aurora with his daughters, Makenna and Caroline and overenergetic Labrador, Gus. He enjoys snowboarding, running marathons, and recently took up boxing lessons. His creative hobbies include painting abstract art (albeit not very well) and playing drums. On occasion, Jon can also be spotted performing a cameo role in his social media-crazed daughters’ Tik Tok videos. Don’t worry, he has no plans to quit his day job.

For an occasional break from Colorado’s cold weather, Jon’s family enjoys traveling to tropical destinations to experience new adventures together. Recently, Jon and his father traveled to Haiti to help build a children’s orphanage sponsored by Mission Experience, a Christian organization Jon and his father (Board Member) have actively supported for the past several years.

Contact Info

Phone: 303-759-4804
Email: kruegerfinancial@kf-management.com