James Kreid

President | Investment Advisor

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Jim Kreid has been with Solid Rock Retirement Strategies (Formerly CMFS) for 22 years. He began his career in 1986 working on the insurance side with Northwestern Mutual. During the 10 years he was there, he ran the college internship program and was an integral part of one of the top college agencies in the country. His responsibilities in this role included recruiting, training, and supervising college students. 

A registered financial professional with almost 40 years of experience, Jim is a Fiduciary and holds multiple FINRA licenses including and not limited to the Series 6, Series 7, Series 63, Series 65 and Series 66. Additionally he holds the Life & Health insurance license. Jim worked at Robert W. Baird in Peoria from 1996 to 2002 as an Insurance Agent as well as a Financial Advisor.  In 2002, he joined Craig Miller at CMFS Group as an independent agent. Jim has extensive experience in both the insurance and financial field, giving him a unique skill set. His specializations include estate planning, pension maximization, and annuity maximization. He enjoys helping clients plan for retirement, with the goal of helping people to continue to work only because they want to, not because they feel they must. He also strives to help clients protect their assets in order to pass them on to loved ones or charitable organizations.

In December of 2013, Jim became managing Vice President at CMFS and began servicing a majority of Craig Miller’s clients. This role continually expanded, and in 2017 Jim purchased the entire business. Recently, Jim’s focus has been on educating his clients and community about Biblically Responsible Investing. Encouraging a complementary portfolio analysis for everyone, Jim has found that many people unknowingly invest in companies that do not align with their values. He provides investment alternatives which enable clients to honor God with the stewardship of their investments.

Jim has been a resident of Peoria since the age of 9. He attended Peoria High and Illinois State University. He and his wife of 38 years, Jill, are blessed to have two daughters, Kristen and Haley. Kristen and her husband Jerry reside in Peoria, and they have a son Leighton and a daughter Isla.  Haley and her husband Kyle reside in Peoria and have two sons, Jude and Wells. Jim and Jill are very involved in the ministries of their church and The Great Banquet. Jim has also recently joined the Board of Youth for Christ. They are very active and enjoy playing golf, snow skiing and cycling. They are blessed to be able to spend a lot of time with their family.