Jonathan
Krueger

Lion Street Advisors, LLC

CRD#4416059
Investment Advisor
in Chesterfield, MO

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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

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

14755 N Outer 40 Rd Ste 514
Chesterfield, MO 63017

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Lion Street Advisors, LLC Brokerage Details

Total Assets Under Management

$820,893,806

MO Average: $3,042,739,679
Total Number of Employees

85

MO Average: 49
Total Number of Accounts

3,174

MO Average: 2,315
Average Account Size

$258,631

MO Average: $1,314,358

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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.

2018 - Present (2 years)

Lionsgate Advisors

2018 - Present (2 years)

Lion Street Advisors

2014 - Present (6 years)

L&G Strategies

2011 - Present (9 years)

Rocky Mountain Leadership Group Inc

2014 - 2018 (4 years)

Accelerated Wealth Advisors, LLC

2013 - 2018 (5 years)

Accelerated Wealth, LLC

2010 - 2011 (1 year)

Envision Esolutions Agency

2009 - 2010 (1 year)

Colorado Commonwealth

Disclosures

Jonathan Krueger has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lion Street Advisors, LLC

Joseph Mcdowell
Memphis, TN
Matthew Sweat
Dublin, GA
Carie Heckler
Austin, TX
Christopher Fehr
Springfield, IL
Coby Harper
Sevierville, TN
Shawn Higley
Portland, OR
Thomas Horwat
Pittsburgh, PA
Jeffrey Tomaneng
Newton, MA

This content was compiled from the SEC and FINRA.

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