Advisor at Kreiner Financial Wealth Management, Inc.
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Firm
Kreiner Financial Wealth Management, Inc.
Location
Spring Grove, PA
Credentials
Series 63, Series 65
Industry experience
39 years
Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has operated his own financial advisory and insurance businesses since 1994. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life and long-term care insurance as well as fixed annuities and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting to individual clients, delivering tailored reports and bundled planning products. The firm does not manage client assets directly but supports implementation through third-party managers and conducts educational seminars and workshops at no charge.
Based on Kreiner Financial Wealth Management, Inc.
Based on Kreiner Financial Wealth Management, Inc.
Fixed fees for financial planning bundles and reports ranging from $50 to $500 as described above
All Assets+: 2.00% annually (Strategic Portfolio, combined GI 1.00% + KFWM 1.00%) All Assets+: 1.80% annually (Tactical Portfolio, combined GI 0.80% + KFWM 1.00%) All Assets+: 1.70% annually (Allocation & Defined Outcome Portfolio, combined GI 0.70% + KFWM 1.00%) All Assets+: 1.50% annually (Private Wealth Portfolio, combined GI 0.50% + KFWM 1.00%) All Assets+: 1.00% annually (Preservation Portfolio, combined GI 0.40% + KFWM 0.60%)
Insurance commissions received by affiliated insurance agent (Jordan J. Kreiner) from insurance sales
$120 per hour with a one hour minimum for financial planning services
Fee-only: Financial planning hourly fee $120 per hour (1 hour minimum); fixed fees for bundles: $200 each for Income Planning, Asset Allocation/Wealth Accumulation Planning, and Wealth Transfer Bundles; $500 for three-bundle package; $50 per individual report; $200 for customized bundle (up to five reports)
Spring Grove, PA
Pennsylvania
Kreiner Financial Wealth Management, Inc.
2018 - Present (8 years)
Gradient Securities, LLC dba Gradient Wealth Management
2017 - 2018 (1 year)
Gradient Securities, Llc.
2015 - 2018 (3 years)
Kreiner Financial Group, Inc. fka SENIOR STRATEGIES INC
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
York, PA
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ChFC®, Series 65
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Financial Advisory Services, LLC
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