AC

Alesia J. Cronkhite

CRONKHITE WEALTH STRATEGIES
Peyton, CO
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CRD#: 2647104
AC

Professional summary


Alesia Jeanne Cronkhite, who also goes by Alesia J Cronkhite, Lacy Cronkhite, Lacy Mercer, is a registered financial advisor currently at CRONKHITE WEALTH STRATEGIES located in Peyton, Colorado.

Alesia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Alesia has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alesia J Cronkhite | Lacy Cronkhite | Lacy Mercer

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Alesia Jeanne Cronkhite's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 18, 2019 - Present

CRONKHITE WEALTH STRATEGIES

RIA
CRD#: 299566
Peyton, CO
Past

August 2, 2017 - January 7, 2019

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
PEYTON, CO
Past

April 2, 2008 - January 7, 2019

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
COLORADO SPRINGS, CO
Past

September 20, 1996 - March 26, 2008

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
COLORADO SPRINGS, CO

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.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/18/2019)
IAR
Texas
(7/31/2019)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CRONKHITE WEALTH STRATEGIES
CRONKHITE WEALTH STRATEGIES | LACY CRONKHITE & COMPANY INC, DBA CRONKHITE WEALTH STRATEGIES | LACY CRONKHITE & COMPANY INC

CRD#: 299566 / SEC#:

Colorado
Registered Investment Advisory firm - (1/18/2019 Approved)
Texas
Registered Investment Advisory firm - (7/30/2019 Conditional Restricted)
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Contact information


Main Address
Peyton, CO
Mailing Address
Phone number
(719) 930-1118
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 10,855,767

Red Flags


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Company Information


CRONKHITE WEALTH STRATEGIES

CRD#: 299566Peyton, CO

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Contact information


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