Larson Financial
Jonathan P. Krueger, CEPA, is a seasoned financial professional currently serving as Partner, Director of Insurance, and Senior Financial Advisor at Larson Financial since July 2021. Prior experience includes roles as CEO & Investment Advisor at LionsGate Advisors and Executive Director - Investment Advisor Representative at Accelerated Wealth - St. Louis. Jonathan has also held positions in sales and marketing at InsuranceRenegade and Commercial Insurance Group LLC, showcasing expertise in niche marketing, strategic consulting, and brand development. Jonathan began a career in the insurance sector as VP of Operations at Netsurance.com and held a leadership role as Regional Vice President at Primerica. Jonathan earned a BSBA in International Business & Marketing from the University of Colorado Colorado Springs and completed additional studies at The Wharton School in 2020.
Larson Financial
Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options. We specialize in helping physicians protect and accumulate assets by providing services like: Asset Protection, Investment Management, Tax Planning, Employee Benefits & Pensions, Practice Management, Retirement Planning, Contract Negotiation, Mortgage Planning, Risk Management, and Estate Planning Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC. Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.