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Professional

Joe Kreger was raised near Tonkawa, Oklahoma on a beef cattle and wheat farm. Early in his career, Joe worked in commercial lending for a locally owned bank and managed all collateral inspections and appraisals for the institution.

Later, he managed a mid-size ranching operation in East Texas and eventually marketed the operation to investors.

Joe then worked as a professional management and marketing consultant. During these years he traveled throughout the Southern United States, consulting with various professionals and business owners concerning their ranching interests.

After attending business school, Joe established his personal and business practice. Joe currently serves business owners and professionals in long-term needs throughout Oklahoma and the Southern States.

Education

Master of Business Administration from Oklahoma State University
Bachelor of Science in Agriculture, Animal Science from Oklahoma State University

Awards and Recognition

OSU MBA Program Honored Top 50 Alumnus of Program’s 50 Year History 1961-2011
Million Dollar Round Table Qualifying Member: 2004-2011
Million Dollar Round Table Court of the Table 2012
National Quality Award: 2002-2007, 2009-2010

Professional Designations/Certifications

Joe has earned the designation of Certified Financial Planner^TM (CFP

Certified Financial Planner^TM (CFP®)
The Certified Financial Planner^TM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Kreger Financial is a marketing name for Joe B Kreger and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Joe B Kreger is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 7030 S Yale Ave Ste 800, Tulsa, OK 74136-5751, 918-496-8721, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Northwestern Mutual - Oklahoma City are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Joe B Kreger is primarily licensed in Oklahoma and may be licensed in other states.

CA License: #0D69080

AR License: #115200

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.