Edward Harold Kroell
Professional Summary
Edward Harold Kroell is a registered financial advisor currently at BALSER FINANCIAL CORPORATION located in Atlanta, Georgia and EXECUTIVE SERVICES SECURITIES, LLC located in Atlanta, Georgia. Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Edward has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
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
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
Current Firm
BALSER FINANCIAL CORPORATION
Contact Information
Main Address
3445 Peachtree Road Ne Suite 200, Atlanta, GA 30326Phone Number
(404) 504-3800# of Employees
2Documents
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
State Registrations and Notice Filings
(12/18/2017)
(8/4/2009)
(12/18/2017)
(9/30/2024)
(3/24/1999)
(11/7/2008)
(11/3/2008)
(8/13/2009)
(1/4/2006)
(10/7/2021)
(2/8/2022)
(7/9/2001)
(7/9/2004)
(2/25/2019)
(3/16/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Edward Harold Kroell's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
ATLAS INVESTMENT ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
GREAT BAY WEALTH MANAGEMENT
