Unclaimed Profile

Kevin Keith Kroskey

TRUE WEALTH DESIGN, LLC·AKRON, Ohio

Series 6519 years registeredTRUE WEALTH DESIGN, LLC

700 GHENT ROAD, AKRON, OH 44333CRD# 5288710Firm CRD# 143194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Keith Kroskey · AKRON, OH

Registration

CRD #5288710 · TRUE WEALTH DESIGN, LLC · 19 years registered

Brand Profile

Not yet started

Career History

TRUE WEALTH DESIGN, LLC

Apr 2007 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 17, 2007

Years registered · 19

Disclosure History

2007Regulatory·Final

2002Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TRUE WEALTH DESIGN, LLC

CRD 143194 · SEC 801-113277

AUM

$561M

Regulatory assets under management

Employees

1,537 client accounts

Services offered by TRUE WEALTH DESIGN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUE WEALTH DESIGN, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Keith Kroskey offer?

Kevin Keith Kroskey specializes in Financial Planning, Investment Management. Contact their office in AKRON, Ohio for a consultation.

What are Kevin Keith Kroskey's credentials?

Kevin Keith Kroskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Keith Kroskey located?

Kevin Keith Kroskey is based in AKRON, Ohio, working with TRUE WEALTH DESIGN, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Kevin Keith Kroskey charge for services?

Kevin Keith Kroskey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUE WEALTH DESIGN, LLC?

TRUE WEALTH DESIGN, LLC has approximately 14 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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