John Henry Kroeger

Current Employers

Employment History

• 02/1982 → Present
  Self-Employed- Insurance Sales
  Phoenix, AZ
• 01/1995 → Present
  Self-Employed- Legal Document Preparation
  Phoenix, AZ
• 01/2009 → Present
  Self-Employed- Tax Preparation Services
  Phoenix, AZ
• 08/2014 → Present
  Personal Benefits Planning Llc
  Phoenix, AZ

Previous Registrations

• 2006-04-03 → 2014-09-02
  Cue Financial Group, Inc.
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) INSURANCE SALES; JOHN H. KROEGER; P.O. BOX 26069 PHOENIX, AZ 85068; NON-INVESTMENT-RELATED; OWNER; START DATE 2/01/1982; 20 HOURS PER MONTH; SOME OF THESE HOURS ARE DURING MARKET HOURS. REVIEW, PLANNING, RECOMMENDATION, SALE, AND SERVICE OF LIFE, HEALTH, AND DISABILITY, LONG TERM CARE, AND FIXED ANNUITY INSURANCE PRODUCTS. 2) LEGAL DOCUMENT PREPARATION; JOHN H. KROEGER P.O. BOX 26069 PHOENIX, AZ 85068; NON INVESTMENT-RELATED; OWNER; START DATE 1/1/1995; 20 HOURS PER MONTH; SOME OF THESE HOURS ARE DURING MARKET HOURS. PREPARATION OF LEGAL DOCUMENTS FOR CLIENTS NOT REPRESENTED BY LEGAL COUNSEL FOR THE SAME ENGAGEMENT/MATTER. PRIMARY DOCUMENT OFFERINGS INCLUDE THE PREPARATION OF WILLS, TRUSTS, POWERS OF ATTORNEY, WARRANTY DEEDS, BENEFICIARY DEEDS, AND INFORMAL PROBATE FILINGS/NOTICES. SECONDARY DOCUMENT OFFERINGS INCLUDE THE PREPARATION OF LLC, CORPORATION, AND PARTNERSHIP FORMATION DOCUMENTS, PROMISSORY NOTES, BUY/SELL AGREEMENTS, AND RESIDENTIAL REAL ESTATE LEASES. 3) TAX PREPARATION SERVICES; ACCOUNTING SERVICES; SELF-EMPLOYED; 4450 EAST WILLOW AVENUE PHOENIX, AZ 85032; NON INVESTMENT-RELATED; OWNER; START DATE 01/01/2009; 20-120 HOURS PER MONTH; SOME ARE DURING MARKET HOURS. TAX RETURN PREPARATION, TAX CONSULTATION, ACCOUNTING SERVICES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-02

Designations