Jonathan D. Kreps | CERTIFIED FINANCIAL PLANNER,™ Investment Advisor Representative, CEO
Jonathan Kreps is the CEO of J.D. Kreps Financial Group, Inc.
A passion for helping people achieve their financial goals led Jon to establish J.D. Kreps Financial Group in 1999. The seeds of the firm, however, were sowed by Jon more than 20 years earlier as a boy growing up in Willmar, Minn. (See Jonathan’s Story).
In 2010, Jon completed the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ practitioner, the recognized standard of excellence for personal financial planning. As a CFP®, Jon has extensive knowledge of estate, tax and retirement planning, as well as investments* and the preservation of assets.
Jon is community-minded and is currently serving on the Rice Health Foundation Board of Directors. He is also President of the Community Christian School Board, a former board member of the Willmar Lakes Area Chamber of Commerce (WLACC), and a past president and chair of the board of the Willmar Sertoma Club.
Jon attended Community Christian School in Willmar through sixth grade and graduated from Willmar High School. He holds a bachelor’s degree in finance from St. Cloud State University.
Jon resides in Willmar with his wife, Leah, and their five children, Colten, Clay, Jack, Kallie, and Lydia.
Jon has a Series 6, 63, 7, and 65 and is registered in Alaska (AK), Alabama (AL), California (CA), Colorado (CO), Florida (FL), Iowa (IA), Michigan (MI), Minnesota (MN), Montana (MT), North Carolina (NC), North Dakota (ND), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), and Wisconsin (WI). He is insurance licensed in Iowa (IA), Michigan (MI), Minnesota (MN), South Dakota (SD), Texas (TX), Utah (UT).
Contact Jon at email@example.com