Unclaimed Profile

Timothy Robert Croak

CROAK ASSET MANAGEMENT, LLC·TOLEDO, Ohio

SIE, Series 6TO, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 99TOChFCClean record24 years registeredCROAK ASSET MANAGEMENT, LLC

432 N SUPERIOR ST., TOLEDO, OH 43604CRD# 1673702Firm CRD# 297666

Profile Verification

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

Identity

Timothy Robert Croak · TOLEDO, OH

Registration

CRD #1673702 · CROAK ASSET MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CROAK CAPITAL

Jul 2018 – present

AMERITAS INVESTMENT CORP

May 2005 – Oct 2018

Toledo, OH

NEW ENGLAND SECURITIES CORPORATION

Jul 2002 – Feb 2005

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · July 15, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROAK ASSET MANAGEMENT, LLC

CRD 297666 · SEC 801-126464

AUM

$213M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Timothy Robert Croak offer?

Timothy Robert Croak specializes in Financial Planning, Investment Management. Contact their office in TOLEDO, Ohio for a consultation.

What are Timothy Robert Croak's credentials?

Timothy Robert Croak holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Robert Croak located?

Timothy Robert 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 Timothy Robert Croak charge for services?

Timothy Robert 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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