Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

KC

Kevin Wayne Crumly

AIF®, CFP®

EVERGREEN WEALTH

NAPLES, FL

·CRD# 2447307·32 years experience

Professional Summary

Kevin Wayne Crumly, AIF®, CFP® is a registered financial advisor currently at EVERGREEN WEALTH located in Naples, Florida. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kevin has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planning
Retirement Planning

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Credentials

AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial PlannerSince 2013

Years of Experience

32 years in the financial services industry

Current & Past Employments

EVERGREEN WEALTH·CRD# 168998

RIA

1. 2400 Tamiami Trail North Suite 403, Naples, FL 341032. 1200 Centre West Drive, Springfield, IL 62704

March 7, 2014 - Present

MUTUAL SECURITIES, INC.·CRD# 13092

BD

Springfield, IL

June 25, 2018 - July 1, 2020

LPL FINANCIAL LLC·CRD# 6413

RIA

Springfield, IL

December 3, 1998 - October 28, 2015

LPL FINANCIAL LLC·CRD# 6413

BD

Springfield, IL

November 25, 1998 - July 2, 2018

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039

BD

New York, NY

January 26, 1994 - December 4, 1998

EQUITABLE ADVISORS, LLC·CRD# 6627

BD

New York, NY

January 26, 1994 - December 4, 1998

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Current Firm

EW

EVERGREEN WEALTH

CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED

CRD#: 168998 / SEC#: 801-81175

RIA

Registered Investment Advisory firm - SEC (3/24/2015 Approved)

Illinois

Registered Investment Advisory firm - Illinois (3/24/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1200 Centre West Drive, Springfield, IL 62704

Phone Number

(217) 321-3210

# of Employees

12

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 05 2026 TFA FORM ADV PART 2A AND 2B FINAL (3/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,691

AUM (Assets Under Management)

$1,179,588,527

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/22/2025	Cover Page	Report
11/08/2024	Cover Page	Report
10/31/2023	Cover Page	Report

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1.) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: SELLING FIXED PRODUCTS; INVESTMENT RELATED: NO; TITLE WITH OBA: INDEPENDENT INSURANCE AGENT; DUTIES: SELLING FIXED PRODUCTS; START DATE: 12/1993; APPROX. NUMBER OF HOURS/MONTH: 0.5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: C&N INVESTMENTS, LLC; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: PRIVATE PLACEMENT INVESTMENTS; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 12/2021; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: 5945 SAND WEDGE LLC; ADDRESS OF OBA: NAPLES, FL 34103; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 09/2022; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: 1200 CENTRE WEST LLC; ADDRESS OF OBA: SPRINGFIELD, IL; 62704; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 08/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: TACO GRINGO, INC. BOARD OF DIRECTORS; ADDRESS OF OBA: SPRINGFIELD, IL 62702; NATURE: BOARD OF DIRECTORS FOR A FAMILY RUN RESTAURANT FRANCHISE; INVESTMENT RELATED: NO; TITLE WITH OBA: DIRECTOR; DUTIES: PROVIDE CONSULTING SERVICES; START DATE: 09/26/2025; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (6.) NAME OF OBA: DON TRACY FOR SENATE PAC; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: POLITICAL ACTION COMMITTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: DIRECTOR; DUTIES: OVERSEEING FUNDRAISING ACTIVITIES, REVIEWING BANK STATEMENTS, REPORTING RESULTS; START DATE: 09/15/2026; APPROX. NUMBER OF HOURS/MONTH: 8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EW

EVERGREEN WEALTH

CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED

CRD#: 168998 / SEC#: 801-81175

RIA

Registered Investment Advisory firm - SEC (3/24/2015 Approved)

Illinois

Registered Investment Advisory firm - Illinois (3/24/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Florida
(3/17/2022)

IAR

Illinois
(3/7/2014)

IAR

Texas
(11/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1996About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1996About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 1994About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Feb 1999About the Series 24 exam

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Wayne Crumly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Kevin

Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planning
Retirement Planning

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#

KC

Follow Kevin

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required