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Brent William Kroener

CDK REALTY ADVISORS, LP·PLANO, Texas
Unclaimed Profile
1400 PRESTON RD., PLANO, TX 75093CRD# 4644721Firm CRD# 123939
01

About

Brent William Kroener is a registered financial advisor based in PLANO, Texas, affiliated with CDK REALTY ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CDK REALTY ADVISORS, LP
CDK REALTY ADVISORS, LP
AUM
$101M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4644721
Firm CRD# 123939
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent William Kroener offer?
Brent William Kroener specializes in Retirement Planning. Contact their office in PLANO, Texas for a consultation.
What are Brent William Kroener's credentials?
Brent William Kroener is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent William Kroener located?
Brent William Kroener is based in PLANO, Texas, working with CDK REALTY ADVISORS, LP. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Brent William Kroener charge for services?
Brent William Kroener's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CDK REALTY ADVISORS, LP?
CDK REALTY ADVISORS, LP is a registered investment adviser with the SEC, managing $101M in regulatory assets under management. See their Form ADV for full details.
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