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Kevin Keith Kroskey

TRUE WEALTH DESIGN, LLC·AKRON, Ohio
Unclaimed Profile
700 GHENT ROAD, AKRON, OH 44333CRD# 5288710Firm CRD# 143194
01

About

Kevin Keith Kroskey is a registered financial advisor based in AKRON, Ohio, affiliated with TRUE WEALTH DESIGN, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRUE WEALTH DESIGN, LLC
TRUE WEALTH DESIGN, LLC
AUM
$561M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at TRUE WEALTH DESIGN, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5288710
Firm CRD# 143194
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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