Alesia J. Cronkhite

CRONKHITE WEALTH STRATEGIES

Peyton, CO

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CRD#: 2647104

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.

Alesia Jeanne Cronkhite is a licensed insurance agent. From time to time, she will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Lacy Cronkhite & Company Inc, DBA Cronkhite Wealth Strategies always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Lacy Cronkhite & Company Inc, DBA Cronkhite Wealth Strategies in their capacity as a licensed insurance agent. Texas Ranch; owner; investment related: No; 6712 North I-35, Gainesville, TX 76240; 103 acres owned with my mother. I own 58% of the property.;property management and or repairs. Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Hot Brass and Bullets; actor; investment related: No; We make gun video's on YouTube.; Shoot guns and act in the video; 2017-09-20;

Blog Corner

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

CRD#: 46173

COLORADO SPRINGS, CO

Past

September 20, 1996 - March 26, 2008

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

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)

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

State Security Law Exam

IAR

Series 65

Date: 7/26/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/14/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/19/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 8,229,110

Red Flags

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.

Contact information

xxxxx@xxxx.xxx

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Alesia J. Cronkhite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CRONKHITE WEALTH STRATEGIES

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2017

Series 63

Date: 5/14/2016

SIE

Date: 10/1/2018

Series 6

Date: 9/19/1996

Current Firm

CRONKHITE WEALTH STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRONKHITE WEALTH STRATEGIES

TRUST BUT VERIFY

Contact information

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