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DC

Donald W. Croyle

Some features on this profile are disabled
CRD#: 2767505
DC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Warren Croyle JR, who also goes by Don Croyle, Donald W Croyle, Donald Warren Croyle, Donald Croyle, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1996. Donald had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Don Croyle | Donald W Croyle | Donald Warren Croyle | Donald Croyle

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) TAX PREPARATION FOR INDIVIDUALS AND SOLE PROPRIETORS. COMPANY NAME AZ NIT GROUP. OWNER, STARTED 09/2001. FROM FEB 1 TILL APRIL 15 70 HOURS/MONTH VARIES DURING TRADING HOURS. POST 4/15 5-10 HOURS/MONTH. NOT INVESTMENT RELATED. 2916 E COUNTY DOWN DR CHANDLER AZ 85249 2) MOBILE NOTARY - RECEIVES COMPENSATION THROUGH NOTARIZING DOCUMENTS. COMPANY NAME AZ NIT GROUP. OWNER, STARTED 09/2001. MOST APPOINTMENTS ARE IN THE EVENING AND HOURS VARY DEPENDING ON REFINANCE MARKET. NOT INVESTMENT RELATED. 2916 E COUNTY DOWN DR CHANDLER AZ 85249 3) INSURANCE AGENT SPECIALIZING IN MEDICARE AND LIFE PRODUCTS. COMPANY NAME AZ NIT GROUP. OWNER, STARTED 1997. FROM 10/15 TO 12/7 70HRS/MONTH REST OF YEAR 10-20HRS/MONTH. NOT INVESTMENT RELATED. 2916 E COUNTY DOWN DR CHANDLER AZ 85249 4) MAY BUY SOME INVESTMENT PROPERTY(IES) IN THE FUTURE BUT NO DEFINITIVE PLANS AS OF YET. THE PROPERTY(IES) WOULD BE LONG TERM HOLDS AND NOT FIX/FLIPS. I HAVE A LLC SETUP CALLED LIVING EAST LLC IN CASE I FIND A PROPERTY TO PURCHASE. EACH PROPERTY WILL BE HELD IN A SEPARATE LLC FOR LIABILITY PROTECTION. NOT INVESTMENT RELATED. 2916 E COUNTY DOWN DR CHANDLER AZ 85249 5) AZ NIT GROUP POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2001 ADDRESS: 2916 E COUNTY DOWN DR, CHANDLER AZ 85249, United States DESCRIPTION: TAX PREPARATION FOR INDIVIDUALS AND SOLE PROPRIETORS 6) AZ NIT GROUP(1) POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 11/21/1995 ADDRESS: 2916 E COUNTY DOWN DR, CHANDLER AZ 85249, United States DESCRIPTION: INSURANCE AGENT SPECIALIZING IN MEDICARE AND LIFE PRODUCTS. I DO NOT WRITE AUTO OR HOME INSURANCE 7) AZ NIT GROUP(2) POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2001 ADDRESS: 2916 E COUNTY DOWN DR, CHANDLER AZ 85249, United States DESCRIPTION: NOTARIZED DOCUMENTS FOR TITLE COMPANIES AND INDIVIDUALS ON AN AS NEEDED BASIS 8) LIVING SOUTH LLC POSITION: MANAGER NATURE: LLC FOR RENTAL PROPERTY INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: 2916 E COUNTY DOWN DR, CHANDLER AZ 85249, United States DESCRIPTION: I OWN A 8 PLEX RENTAL PROPERTY THAT IS MANAGED BY A 3RD PARTY COMPANY AZ PRIME PROPERTY MANAGEMENT. 9) ALPHA WINGS POSITION: PARTNER NATURE: PARTNERSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/13/2018 ADDRESS: 2062 W GILA LN, CHANDLER AZ 85224, United States DESCRIPTION: I'M A 1/3 OWNER OF AN AIRPLANE TAIL #2103Z 10) MELALEUCA DIRECT SALES POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2017 ADDRESS: 2916 E COUNTY DOWN DR, CHANDLER AZ 85249, United States DESCRIPTION: ORDER PRODUCTS FOR PERSONAL CONSUMPTION. I DO NOT PROMOTE THIS ACTIVITY TO OTHERS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 8, 2019 - August 1, 2024

WISE WORLD INVESTMENT PLANNING

RIA
CRD#: 116470
CHANDLER, AZ
Past

January 24, 2018 - October 9, 2019

OSAIC SERVICES, INC.

BD
CRD#: 133763
CHANDLER, AZ
Past

August 8, 2008 - August 16, 2011

SII INVESTMENTS, INC.

BD
CRD#: 2225
CHANDLER, AZ
Past

September 10, 2001 - August 14, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
MESA, AZ
Past

January 3, 2001 - September 13, 2001

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

January 24, 2000 - December 14, 2000

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
POUGHKEEPSIE, NY
Past

June 11, 1999 - April 12, 2000

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
MINNEAPOLIS, MN
Past

September 20, 1997 - June 10, 1999

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

August 1, 1996 - September 8, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

July 8, 1996 - August 5, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/30/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/3/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/24/2018
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/4/1999
General Securities Principal Examination

Current Firm

WW
WISE WORLD INVESTMENT PLANNING
DORSON, KEITH RYAN | WISE WORLD INVESTMENT PLANNING | WIN WIN INVESTMENT PLANNING, LLC | WIN WIN INVESTMENT PLANNING

CRD#: 116470 / SEC#:

Arizona
Registered Investment Advisory firm - (6/23/2005 Approved)
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Contact information

Main Address
575 W Chandler Blvd Suite 220, Chandler, AZ 85225-7534
Mailing Address
Phone number
(480) 890-0100
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

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Company Information

WISE WORLD INVESTMENT PLANNING

CRD#: 116470

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