Jonathan D. Kreps, CERTIFIED FINANCIAL PLANNER™

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 has previously served on the Community Christian School (CCS) Board of Directors for 10 years, Rice Health Foundation (RHF) Board for 9 years, Willmar Lakes Area Chamber of Commerce board for 3 years, and initially on the board of the Willmar Sertoma Club.  Jon has served as Board Chair and Treasurer for many years of his service to CCS and RHF.  He presently is not on any boards as he is focused on his children, his wife, and his personal health at this stage of life.

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 Spicer with his family.

Jon has a Series 6, 63, 7, and 65 and is registered in Alaska (AK), Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Iowa (IA), Illinois (IL), Indiana (IN), Michigan (MI), Minnesota (MN), Nebraska (NE), North Carolina (NC), North Dakota (ND), Ohio (OH), South Dakota (SD), Texas (TX), Utah (UT), Vermont (VT), Wisconsin (WI) and Wyoming (WY). He is insurance licensed in Iowa (IA), Michigan (MI), Minnesota (MN), South Dakota (SD), Texas (TX), Utah (UT).