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Jonathan Dirk Kreps

TRUPATH FINANCIAL GROUP, LLC·WILLMAR, Minnesota
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record15 years registeredTRUPATH FINANCIAL GROUP, LLC
309 LAKELAND DRIVE SE, WILLMAR, MN 56201CRD# 3172799Firm CRD# 298034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Dirk Kreps · WILLMAR, MN
Registration
CRD #3172799 · TRUPATH FINANCIAL GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Sep 2023 – present
SAGEPOINT FINANCIAL, INC.
Dec 2013 – Sep 2023
WILLMAR, MN
SAGEPOINT FINANCIAL, INC.
Nov 2010 – Dec 2010
WILLMAR, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · November 8, 2010
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRUPATH FINANCIAL GROUP, LLC
CRD 298034 · SEC 801-114492
AUM
—
Regulatory assets under management
Employees
9
Total firm employees
Services offered by TRUPATH FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUPATH FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Jonathan Dirk Kreps offer?
Jonathan Dirk Kreps specializes in Financial Planning, Investment Management. Contact their office in WILLMAR, Minnesota for a consultation.
What are Jonathan Dirk Kreps's credentials?
Jonathan Dirk Kreps holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jonathan Dirk Kreps located?
Jonathan Dirk Kreps is based in WILLMAR, Minnesota, working with TRUPATH FINANCIAL GROUP, LLC. Their office serves clients in the WILLMAR metropolitan area and surrounding communities.
How does Jonathan Dirk Kreps charge for services?
Jonathan Dirk Kreps's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUPATH FINANCIAL GROUP, LLC?
TRUPATH FINANCIAL GROUP, LLC has approximately 9 employees. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)MINNETONKA (69)PLYMOUTH (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ST PAUL (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)
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Research
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