Jason Dreger

Jason Dreger, CRPC™, APMA™, BFA™

Financial Advisor | Chartered Retirement Planning Counselor™

Jason Dreger is a Chartered Retirement Planning Counselor^TM with Elite Advisors Collective, with over 25 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Jason and his wife of 20+ years and their three children live in Delano, Minnesota where they are avid sports fans, enjoy the outdoors, and play an active role in serving their community and various nonprofit organizations.

Areas of focus

Retirement Planning Strategies
Retirement Income Strategies
Saving for Education
Retirement Plan Distribution
Family Finances
Estate Planning Strategies

Qualifications

CRPC™ – Chartered Retirement Planning Counselor™
APMA™ – Accredited Portfolio Management Advisor™
BFA™ – Behavioral Financial Advisor™

Education

Bachelor of Business Administration – Finance and Economics
From University of Minnesota Duluth – Duluth, MN – 1994

Awards & Recognition

Five Star Wealth Manager, 2012-2013, 2015-2023

Community Participation

Delano Volunteer Fire Department
Delano Area Dollars for Scholars, Committee Member
Delano Youth Sports, Coach
Delano Senior Center Advisory Committee

Interests

Spending time with my family.
Community involvement.
Coaching youth athletics.
Hunting and fishing.