Kevin K. Kroskey
TRUE WEALTH DESIGN
Akron, OH 44333
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CRD#: 5288710
Professional summary
Kevin Keith Kroskey, CFP® is a registered financial advisor currently at TRUE WEALTH DESIGN, LLC located in Akron, Ohio.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kevin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Fine Girl Charter, LLC not investment-related private residence in Akron, OH catamaran-chartering Sole Member 2/27/2024 0-1 hours per month 0 hours during trading manage charter company and oversee maintenance decisions Kevin Kroskey investment-related 700 Ghent Road, Suite 100, Akron, OH 44333 insurance Licensed Insurance Agent 02/2007 0-1 hours per month 0 hours during trading sell insurance products True Wealth Design II, LLC investment-related private residence in Akron, OH real estate holding company Sole Member 7/12/2005 0-1 hours per month 0 hours during trading no duties
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Keith Kroskey'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®
CFP®
Start date: 2009
Experience
Current
April 17, 2007 - Present
TRUE WEALTH DESIGN, LLC
Office #1: 700 Ghent Road Suite 100, Akron, OH 44333RIA
CRD#: 143194
Akron, OH
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".
TW
TRUE WEALTH DESIGN, LLC
TRUE WEALTH ACCOUNTING & TAX | TWD EDUCATIONAL PARTNERS | TRUE WEALTH PARTNERS | TRUE WEALTH DESIGN, LLC
CRD#: 143194 / SEC#: 801-113277
RIA
Registered Investment Advisory firm - (5/21/2018 Approved)California
Registered Investment Advisory firm - (4/29/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/15/2018 Terminated)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
Florida(9/6/2019)
IAR
Ohio(5/30/2007)
IAR
Pennsylvania(4/30/2025)
IAR
Puerto Rico(4/11/2023)
IAR
Texas(11/13/2023)
Current Firm
TW
TRUE WEALTH DESIGN, LLC
TRUE WEALTH ACCOUNTING & TAX | TWD EDUCATIONAL PARTNERS | TRUE WEALTH PARTNERS | TRUE WEALTH DESIGN, LLC
CRD#: 143194 / SEC#: 801-113277
RIA
Registered Investment Advisory firm - (5/21/2018 Approved)California
Registered Investment Advisory firm - (4/29/2010 Terminated)Ohio
Registered Investment Advisory firm - (6/15/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
700 Ghent Road Suite 100, Akron, OH 44333
Mailing Address
Phone number
(330) 777-0688
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,264 |
| AUM (Assets Under Management) | $ 424,792,925 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUE WEALTH DESIGN, LLC
CRD#: 143194Akron, OH 44333TRUST BUT VERIFY
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