JK
CFP
JK
CFP

John Karl Kriel

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000
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Location

750 William D. Fitch Pkwy, Suite 520, College Station, TX, 77845

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved in agriculture production through Kriel Ranch, dedicating minimal time. He also works as an agent/broker offering various insurance products and assists clients with financial services through Kriel Financial Services, LLC, taking up a full-time commitment.

Employment History
Current Registrations
Institutional Securities CorporationBroker
April 2017 - Present · 8 yrs 10 mos
Isc Advisors, INC.
April 2017 - Present · 8 yrs 10 mos
Institutional Securities Corporation
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
February 2008 - April 2017 · 9 yrs 2 mos
State Registrations9 states
ARCACOLANCNMTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.