Orion Kroeger

Employer firm

Kroeger Financial Partners CRD 175113

$111M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PREPARATION

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

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

Current Employers

Employment History

• 01/2004 → 12/2022
  Kroeger Financial
  Grass Valley, CA
• 02/2015 → Present
  Kroeger Financial Partners
  Grass Valley, CA

Previous Registrations

• 2015-04-28 → 2015-12-31
  Kroeger Financial Partners
  Grass Valley, CA
• 2014-11-06 → 2015-04-24
  Kroeger Financial
  Grass Valley, CA

Other Businesses

Bicyclists of Nevada County; whether the business is investment-related: No; PO Box 1311, Nevada City, CA 95959; the nature of the other business: 501c3 orientated towards trail building and general growth of the mountain biking community; your position: CFO, lead trail builder; the start date of your relationship; 01/01/2014; the approximate number of hours/month you devote to the other business: 40; the number of hours you devote to the other business during securities trading hours: n/a; and briefly describe your duties relating to the other business; writing checks, processing payroll, managing grants, managing employees Hoot Holdings; non-investment related; 12430 Nevada City Highway Grass Valley, CA 95945; short term property rentals; 50% owner; 04/01/2021; the approximate number of hours/month you devote to the other business: 4; the number of hours you devote to the other business during securities trading hours: n/a; and briefly describe your duties relating to the other business; runs short term property rentals on two co-owned properties

Designations

• Certified Financial Planner