Jonathan Dirk Kreps

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  Willmar, MN
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Willmar, MN

Previous Registrations

• 2010-11-08 → 2023-09-01
  Osaic Services, Inc.
  Willmar, MN

Other Businesses

1) JD KREPS FINANCIAL GROUP POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/27/1999 ADDRESS: 309 Lakeland Drive SE, Unit 2, Willmar MN 56201, United States DESCRIPTION: When I am reviewing clients financial plans, I will sometimes suggest life insurance, Long-term care, disability insurance, or fixed annuities if it is appropriate. 2) JD KREPS PROPERTIES LLC POSITION: Owner - Member NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2005 ADDRESS: 309 Lakeland Drive SE, Unit 2, Willmar MN 56201 DESCRIPTION: JD Kreps Properties owns the building that we office in. JD Kreps Financial Group pays rent to JD Kreps Properties. JD Kreps Properties LLC only owns this building.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-30
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Designations

• Certified Financial Planner

Other Names

• Jonathan Dirk Kreps