Listen to the Podcast Below
Recently on The Millennial to Millionaires Podcast, Paris Grant interviewed Jonathan Krueger, co-founder of LionsGate Advisors.
During this episode you’ll hear:
- Jonathan’s inspiration to get into the finance industry
- His passion for helping clients getting out of debt, becoming debt free and aligning himself with the best interests of his clients.
- How healthy is the wealth management industry?
- Investment advice for Millennials
- When should Millennials start building an estate planning team?
- How to know the person you are working with has your best interest at heart?
- Three pieces of advice for listeners.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Jonathan Krueger started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal ﬁnance industry and has held several executive management positions throughout his career. As a ﬁduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors' clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
LionsGate Advisors is seen as the “advisors’ advisor” and is the only fee-based wealth management ﬁrm in the St. Louis area that quarterbacks key strategies for converting tax liabilities to assets. Our clients are aﬄuent individuals, business owners and family oﬃces who want to build great prosperity for a greater purpose.
Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and ﬁnd money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certiﬁed Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, eﬀort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.
Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the oﬃce, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.