Jonathan Michael Kroening

Current Employers

Employment History

• 07/2015 → 10/2017
  Sii Investments
  Menomonie, WI
• 10/2017 → 01/2024
  Woodbury Financial Services Inc
  Menomonie, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Menomonie, WI

Previous Registrations

• 2017-10-18 → 2024-01-19
  Woodbury Financial Services, Inc.
  Menomonie, WI
  Naples, FL
  Menomonie, WI
• 2015-07-13 → 2017-10-18
  Sii Investments, Inc.
  Menomonie, WI
  Depere, WI
  Menomonie, WI
  Peoria, IL
• 2005-04-18 → 2015-07-16
  Thrivent Investment Management Inc.
  Menomonie, WI
  Menomonie, WI
  Menomonie, WI

Other Businesses

1) LLC ; POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012; ADDRESS: N5307 550th St, Menomonie WI 54751, DESCRIPTION: IN ADDITION TO MY ACTIVITIES AS AWFS IAR, I OWN CERTAIN REAL ESTATE, OR OWN AN INTEREST IN A COMPANY THAT OWNS REAL ESTATE, WHICH IS LEASED OUT ON A REGULAR BASIS TO INDIVIDUALS AND/OR BUSINESSES AND FOR WHICH I RECEIVE RENTAL INCOME. 2) TENACITY ADVISORY GROUP, INC: POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019; ADDRESS: 566 Red Bird Circle, DePere WI 54115, DESCRIPTION: Share best practices 3) SYNERGY RETIREMENT PLANNING STRATEGIES, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/02/2019; ADDRESS: 393 Red Cedar St, Suite 4, Menomonie WI 54751, DESCRIPTION: DBA for my WFS IAR and investment activities 4) SYNERGY RETIREMENT PLANNING STRATEGIES, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2020; ADDRESS: 393 Red Cedar St, Ste 4, Menomonie WI 54751,: DESCRIPTION: IN ADDITION TO MY ACTIVITIES AS AWFS IAR, I RUN FIXED BUSINESS/INSURANCE THROUGH INSURANCE SERVICES GROUP. 5) JAARK, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012; ADDRESS: N7291 520th St, Menomonie WI 54751, DESCRIPTION: IN ADDITION TO MY ACTIVITIES AS AWFS IAR, I OWN CERTAIN REAL ESTATE, OR OWN AN INTEREST IN A COMPANY THAT OWNS REAL ESTATE, WHICH IS LEASED OUT ON A REGULAR BASIS TO INDIVIDUALS AND/OR BUSINESSES AND FOR WHICH I RECEIVE RENTAL INCOME. 6) SYNERGY RETIREMENT PLANNING STRATEGIES, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/02/2020; ADDRESS: 393 Red Cedar St, Ste 4, Menomonie WI 54751, DESCRIPTION: IN ADDITION TO MY ACTIVITIES AS AWFS IAR, I AM SOLE OWNER OF Synergy Retirement Planning Strategies, LLC THROUGH WHICH I PROVIDE TAX ADVICE. 7) SYNERGY RETIREMENT PLANNING STRATEGIES, LLC; POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2020 ADDRESS: 393 Red Cedar St, Ste 4, Menomonie WI 54751, United States; DESCRIPTION: IN ADDITION TO MY ACTIVITIES AS AWFS IAR, I AM ABLE TO PROVIDE NOTARY PUBLIC SERVICES TO INDIVIDUALS. 8) COMMUNITY FOUNDATION OF DUNN COUNTY POSITION: Grants Committee Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: 800 Wilson Ave, Suite 325, Menomonie WI 54751, United States DESCRIPTION: Currently meet twice per year to review grant applications to the foundation and vote on various amounts to various recipients. I put in around 6-8 hours every six months for the meeting and reviewing of applications prior to the meeting.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-12

Designations