Brooke Kreuser
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
Business succession planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2023 - Present (3 years)
Haribo
2023 - 2023 (1 year)
J&Ms Bar and Grill
2022 - 2022 (1 year)
360 Precision Cleaning
2021 - 2023 (2 years)
Tempo Urban Bistro
2021 - 2022 (1 year)
Balance of Mind
2020 - 2021 (1 year)
MUS Nail Bar
2020 - 2023 (3 years)
Arizona State University
2019 - 2020 (1 year)
Sun Devi Fitness Complex
2019 - 2020 (1 year)
Southport
2019 - 2019 (1 year)
Texas Roadhouse
2019 - 2019 (1 year)
Nothing Bundt Cakes
2018 - 2019 (1 year)
Perfect 10 Salon
2017 - 2018 (1 year)
Kaiser's
2016 - 2017 (1 year)
Apple Holler
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
-
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.
Kyle K
Series 66
Kenosha, WI
Edward Jones
Gary S
Series 66
Lindenhurst, IL
Edward Jones
Kira C
Series 63, Series 66
Antioch, IL
Edward Jones
Johnny J
Series 63, Series 66
Lake Villa, IL
Fidelity
Johnny Johnson Jr. is an Investment Consultant currently working at Fidelity Investments since 2022. He has previously held roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. His professional experience spans financial consulting, advising, insurance, and banking. Johnny partners with individuals and families to develop personalized financial strategies tailored to their values and long-term goals. He emphasizes listening, clear communication, and building lasting relationships to assist clients in retirement planning, wealth building, and navigating financial changes. Outside of his financial career, Johnny is a former NFL and college athlete. His personal interests include fishing, football, and golf.
Carly D
Series 66
Mt Pleasant, WI
Edward Jones
Daniel P
Series 63
Kenosha, WI
Edward Jones
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