Lance
Krieger
K R Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lance Krieger is a financial advisor based in Princeton, New Jersey, working with K R Financial LLC. Lance has previously held positions at Wells Fargo Clearing Services, LLC, Pretty Brook Advisory, Masterworks Investor Services, LLC, Arete Wealth Management, LLC, Arete Wealth Advisors, LLC, and Kr Securities LLC. Lance has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Lance is part of K R Financial LLC, which operates out of Princeton, New Jersey. The firm has 2 employees and manages assets totaling $98.4 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at K R Financial LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
K R Financial LLC Brokerage Details

$98,359,007

2

60

$1,639,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lance Krieger Work History
Kr Securities LLC
Pretty Brook Advisory
Masterworks Investor Services, LLC
Arete Wealth Management, LLC
Arete Wealth Advisors, LLC
Wells Fargo Clearing Services, LLC
Disclosures
Please visit the SEC profile of Lance Krieger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at K R Financial LLC
Princeton, NJ
Princeton, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
