Joe Krier is the President of Krier Wealth Management, a financial consulting and investment firm that covers 23 states. He has been a registered advisor since 1989 and currently is a registered principal of LPL Financial, the largest independent broker-dealer in the United States (based on total revenues as reported in Financial Planning Magazine, June 1996-2009).
Joe has taught investment and planning concepts around the country and locally at Florida Community College and the University of North Florida.
Joe is a regular on WJXT CH 4’s Morning Show. Each week he discusses current events and their impact on your money. Covering the financial implications of everything from international terrorist attacks to local real estate transactions, Joe delivers information in a straightforward and usable format.
Joe has spoken at National Business Conferences on topics ranging from Ethics in the Workplace to Office Efficiency. He has also spoken to numerous local groups such as Woman’s clubs and Church Groups.
Education:
- B.S. Finance and Economics, Oakland University, Rochester, Michigan
- CERTIFIED FINANCIAL PLANNER (TM)
- Chartered Financial Consultant
- Chartered Life Underwriter
Registrations and Licenses Held:
- Series 7 General Securities Registered Representative*
- Series 24 Registered Securities Principal*
- Series 31 Managed Future Funds*
- Series 63 Uniform Securities Agent State Law*
- Series 65 Uniform Investment Advisor Law*
- Life Insurance, Health Insurance, Variable Annuity
