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Kevin + Kroskey - Financial Advisor in Naples, FL

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/

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
  • Retirement Planning, Tax Advice and Services

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

http://www.truewealthdesign.com/compliance

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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    Fax: 703-259-4487
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