Joe B. Kreger, MBA, CFP® in

Joe B. Kreger, MBA, CFP®

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Private Wealth Advisor and CEO at Chisholm Trail Wealth Planning
📍 Edmond, Oklahoma, United States

Joe is the CEO of Chisholm Trail Wealth Planning and Managing Partner for his third-generation family operation, Kreger Ranch. An Oklahoma State University MBA graduate, he has built his financial practice on "cowboy ethics," aligning clients financial stewardship with their personal values of hard work, respect, and integrity.

He is deeply involved in his community and alma mater, previously serving on multiple OSU alumni boards and volunteering for organizations like the National Multiple Sclerosis Society. His work with Kreger Ranch connects him to his familys multi-generational legacy in the cattle business, where he grew up working.

Joe was honored as one of the "100 for 100" distinguished alumni by the OSU Spears School of Business.

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Experience
32 Years
Current Role
Private Wealth Advisor and CEO
Job Level
Leadership
Location
Edmond, Oklahoma, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joe cares about

Values-Based Planning
His entire professional philosophy is built on aligning financial strategies with his clients' core values, which he terms "cowboy ethics."
Cattle Ranching
As Managing Partner of his family's third-generation Kreger Ranch, he is deeply involved in the Beefmaster seedstock and commercial cattle business.
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Career

Work history

11-1998
Private Wealth Advisor and CEO
Chisholm Trail Wealth Planning
6-1994
Managing Partner
Kreger Ranch, LLC
In the press

Media appearances

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Education
1997 - 1999
MBA
Oklahoma State University
1990 - 1994
B.S.
Oklahoma State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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