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KROEGER FINANCIAL PARTNERS

GRASS VALLEY, CA · CRD 175113 · IAPD ↗ · kroegerfinancial.com · 530-478-9734

$111.1MRegulatory AUM
2Advisory reps
2Employees
10Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — KROEGER FINANCIAL PARTNERS (GRASS VALLEY, CA) is newly SEC-registered with $111.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.