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    Paladin Research Report For:

    Kevin Kroskey

    True Wealth Design, LLC

    CFP®MBA
    1415 Panther Ln
    Suite #366
    Naples, FL 34109
    239-778-0707
    Visit Website
    https://www.truewealthdesign.com/

    About Kevin Kroskey

    We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in...

    - RETIREMENT PLANNING

    - TAX PLANNING

    - INVESTMENT MANAGEMENT

    ... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.

    See Disclosures

    General Information

    Firm Start Year
    • 2007
    No. of Employees
    • 5-9
    CRD#
    • 5288710
    Firm CRD#
    • 143194
    Insurance License#
    • 598729
    Name of Custodial Firm
    • Pershing, TD Ameritrade, Schwab
    States Licensed in
    • Registered with the Securities and Exchange Commission
    Years of Experience in Financial Services
    • 15
    Number of Years with Current Firm
    • 13
    Advisory Services Provided
    • Tax Advice and Services, Retirement Planning

    Compliance

    Registered Investment Advisor
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • Have a clean record
    Criminal Disclosures in Last 5 years
    • Have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®, MBA
    Securities Licenses
    • Series 65
    Financial Organization Memberships
    • Financial Planning Association (FPA)

    Firm Information

    Firm's Number of Clients
    • 300+
    Assets Managed by Firm
    • $400+ Million

    Compensation and Fees

    Minimum Portfolio Size for New Managed Accounts
    • $250,000

    Education

    MBA Finance -

    University of Akron

    BA Education -

    University of Akron

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    http://www.truewealthdesign.com/compliance

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1889371/paladinregistry-True-Wealth-Design,-LLC-detailed-disclosure.html

    Disclaimer

    True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets accurate as of 8/31/2021.

    Paladin Advisors

    PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

    Learn More

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