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Eric Timothy Croak

CROAK ASSET MANAGEMENT, LLC·TOLEDO, Ohio
SIE, Series 7, Series 66CFPClean record10 years registeredCROAK ASSET MANAGEMENT, LLC
432 N SUPERIOR ST., TOLEDO, OH 43604CRD# 6531904Firm CRD# 297666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Timothy Croak · TOLEDO, OH
Registration
CRD #6531904 · CROAK ASSET MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CROAK CAPITAL
Jul 2018 – present
AMERITAS INVESTMENT CORP
Aug 2015 – Sep 2018
PERRYSBURG, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 17, 2015
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CROAK ASSET MANAGEMENT, LLC
CRD 297666 · SEC 801-126464
AUM
$213M
Regulatory assets under management
Employees
7
1,881 client accounts
Services offered by CROAK ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CROAK ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Eric Timothy Croak offer?
Eric Timothy Croak specializes in Financial Planning, Investment Management. Contact their office in TOLEDO, Ohio for a consultation.
What are Eric Timothy Croak's credentials?
Eric Timothy Croak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Eric Timothy Croak located?
Eric Timothy Croak is based in TOLEDO, Ohio, working with CROAK ASSET MANAGEMENT, LLC. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Eric Timothy Croak charge for services?
Eric Timothy Croak's firm is compensated through percentage of aum, hourly charges, subscription fees, other: assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROAK ASSET MANAGEMENT, LLC?
CROAK ASSET MANAGEMENT, LLC has approximately 7 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CROAK ASSET MANAGEMENT, LLC

David A Theiss
TOLEDO, OH
CFP
Timothy Robert Croak
TOLEDO, OH
ChFC

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