Lion Street Advisors, LLC
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About this Advisor
Jonathan Krueger is a financial advisor operating in Chesterfield, Missouri, with a total of 10 years of professional experience. Krueger is an employee of Lion Street Advisors, LLC. The advisor has gained experience at Colorado Commonwealth, Envision Esolutions Agency, Rocky Mountain Leadership Group Inc, Accelerated Wealth Advisors, LLC, Accelerated Wealth, LLC, L&G Strategies, Lionsgate Advisors and Lion Street Advisors. Krueger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Missouri, Oklahoma, Texas, Washington and Wisconsin. Lion Street Advisors, LLC is an advisory business that has its headquarters in Chesterfield, Missouri. The company has offices in 27 locations and a total of 85 people on staff. It manages $821 million in assets across its 3,174 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,174 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Lion Street Advisors, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Lion Street Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Krueger Work History
Jonathan has 11 years of experience.
Lion Street Advisors
Rocky Mountain Leadership Group Inc
Accelerated Wealth Advisors, LLC
Accelerated Wealth, LLC
Envision Esolutions Agency
Jonathan Krueger has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lion Street Advisors, LLC