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Spring Grove, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kreiner Financial Group, Inc. Fka Senior Strategies Inc | Spring Grove | PA | 11/1994 | Present |
| Gradient Securities, Llc. | Arden Hills | MN | 11/2015 | 03/2018 |
| Kreiner Financial Wealth Management, Inc. | Spring Grove | PA | 03/2018 | Present |
| Gradient Securities, Llc Dba Gradient Wealth Management | Spring Grove | PA | 01/2017 | 03/2018 |
1)Kreiner Financial Group, Inc. fka SENIOR STRATEGIES, INC.; 586 ROCKVILLE ROAD, SPRING GROVE, PA 17362; LIFE INSURANCE, LONG TERM CARE INSURANCE, FIXED ANNUITIES AND SALES OF ESTATE INVENTORY BOOKLETS; PRESIDENT; START 01/2005; 50% OWNER, OTHER 50% OWNED BY SPOUSE; 10 HRS/MONTH DEVOTED TO BUSINESS; 10 HRS/MONTH DURING TRADING HOURS; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-20 |
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