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Jonathan Kroening

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

I have been in the financial service industry since May of 2005. My wife Rochelle and I have been married since August 2009. I joke that it was an arranged marriage, as my now mother-in-law tricked Rochelle into meeting me at the baseball game I was playing in. We reside in Menomonie with our six children, Aiden, Ava, Ella, Eli, Everly, and Adley, ranging in ages from 14 to 3. Our family enjoys sporting and other outdoor activities, board and card games, and family movie nights.

Office Location 393 Red Cedar St, Ste 4

Menomonie, WI 54751

View on Google Maps

My Expertise Philanthropic & Estate Planning, Retirement Income Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management, Retirement Income Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 CASL® i
Chartered Advisor in Senior Living® :

Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Minimum Assets RA Minimum Income less than $50K Languages Spoken (self-reported) English

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