Erin Michelle Crumly
CFP®Professional Summary
Erin Michelle Crumly, CFP®, who also goes by Erin M Crumly, is a registered financial advisor currently at EVERGREEN WEALTH located in Naples, Florida. Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Erin has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Erin M Crumly
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED
Contact Information
Main Address
1200 Centre West Drive, Springfield, IL 62704Phone Number
(217) 321-3210# of Employees
12SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,691AUM (Assets Under Management)
$1,179,588,527Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | Cover Page | Report |
| 11/08/2024 | Cover Page | Report |
| 10/31/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED
State Registrations and Notice Filings
(3/21/2022)
(6/24/2020)
(6/24/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Erin Michelle Crumly's CRS (Customer Relationship Summary).
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