Jonathan Paul Krueger
Investment adviser representative at Larson Financial Group, LLC
15 yearsExperience
4 statesRegistered in
$5.5BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Krueger Oz Fund, LLCSep 2023 to now
- Krueger Ez Life, LLCDec 2022 to now
- Larson Financial Group, LLCJul 2021 to now
- Rocky Mountain Leadership Group, LLCJul 2020 to now
- Lionsgate AdvisorsJul 2014 to now
- Lion Street AdvisorsOct 2018 to Jul 2021
- Accelerated Wealth Advisors, LLCSep 2014 to Sep 2018
- Accelerated Wealth, LLCJan 2013 to Sep 2018
- Rocky Mountain Leadership Group IncOct 2011 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 4 states (CO, MO, TX, UT).
Larson Financial Group, LLC
$5.5BAssets managed
4,961Clients
66Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4416059
- Firm CRD
- 140599