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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

    Bio for Kevin Kroskey, CFP, MBA:

    Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007.

    Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida.

    What is something most don't know about you?
    I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.

    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.

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