Learn About Joe

Joe is the CEO and principal of Chisholm Trail Wealth Planning. Mr. Kreger was raised near Tonkawa, Oklahoma on a beef cattle and wheat ranch.  Early in his career, he worked in commercial and agricultural lending for a locally owned bank. Later, Mr. Kreger managed a mid-size ranching operation, adding significant value and marketing the operation to investors at a substantial profit.  He then worked as a professional management and marketing consultant.  During these years, he traveled throughout the Southern United States, consulting with various professionals and business owners concerning their ranching interests.  After attending business school, Mr. Kreger established his Financial Planning practice.  He currently serves genuine, motivated business owners and professionals who desire financial security, and to leverage their financial resources to accomplish what is most important to them and their families.

Personal: Wife, Traci. Children, Caroline and Landon


  • Master of Business Administration, Oklahoma State University, Stillwater, OK
  • Bachelor of Science in Agriculture, Animal Science, Oklahoma State University, Stillwater, OK

Awards and Recognition

  • Centennial Preeminent 100 Alumni-Honoree- OSU Spears School of Business
  • OSU MBA Program Honored Top 50 Alumnus of Program’s 50 Year History 1961-2011
  • Million Dollar Round Table, Life Member
  • National Quality Award: 2002-2017
  • Northwestern Mutual Forum Qualifier 2014-2015

Professional Designations/Certifications

Joe has earned Certified Financial PlannerTM (CFP®) certification.  cer 

Certified Financial PlannerTM (CFP®)
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.


Joe B Kreger, MBA, CFP®
Wealth Management Advisor

Chisholm Trail Wealth Planning


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