James Nathan Kraeske

Employer firm

Visionary Horizons, LLC CRD 150483

$397M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2003 → Present
  Decoratewithease.COm Llc
  Oak Ridge, TN
• 04/2009 → 05/2024
  Brogan Financial, Llc
  Knoxville, TN
• 08/2025 → Present
  Visionary Horizons, Llc
  Knoxville, TN

Previous Registrations

• 2009-06-25 → 2024-06-17
  Brogan Financial
  Knoxville, TN
• 2007-02-15 → 2009-04-30
  Valic Financial Advisors, Inc.
  Knoxville, TN
  Brentwood, TN
  Atlanta, GA

Other Businesses

~1) DECORATEWITHEASE.COM LLC; NOT INVESTMENT-RELATED; ADDRESS: OAK RIDGE, TN 37830; NATURE OF BUSINESS: INTERNET SALES - HOME DECORATING; CO-OWNER/PRESIDENT; START: COMPANY FOUNDED IN MARCH 2003; APPROXIMATELY 2 HOURS/MONTH DEVOTED TO THIS BUSINESS; 0 HOURS DEVOTED DURING SECURITY TRADING HOURS; DUTIES RELATING TO BUSINESS: MAINTAIN WEBSITE. ~2) Licensed Independent Insurance Agent; Investment-related; Knoxville, TN; Start Date 11/2006; Approximately 40 hours/month devoted to the business with 40 hours/month during trading hours; Annuities, life, long-term care.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-14
• S63 Uniform Securities Agent State Law Examination
  2006-10-27

Other Names

• James N Kraeske