Jared Carl Kremer

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 04/2021
  Avantax Investment Services, Inc.
  Waterloo, IA
• 05/2009 → Present
  Kremer Kehe Inc
  Waterloo, IA
• 11/2012 → 04/2021
  Avantax Advisory Services
  Waterloo, IA
• 05/2019 → Present
  Kremer Kehe Properties Llc
  Cedar Falls, IA
• 04/2021 → 10/2025
  Fsb Premier Wealth Management, Inc.
  Waterloo, IA

Previous Registrations

• 2021-04-01 → 2025-10-31
  Fsb Premier Wealth Management, Inc.
  Waterloo, IA
  Waterloo, IA
  West Union, IA
  Waterloo, IA
  West Union, IA
  Waterloo, IA
• 2012-11-09 → 2021-04-06
  Avantax Advisory Services
  Waterloo, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-01
• S63 Uniform Securities Agent State Law Examination
  2009-09-10