Erin M. Crumly
TROXELL FINANCIAL
Springfield, IL 62704
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CRD#: 5573170
Professional summary
Erin Michelle Crumly, CFP®, who also goes by Erin M Crumly, is a registered financial advisor currently at TROXELL FINANCIAL located in Springfield, Illinois.
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erin M Crumly
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.) NAME OF OBA: ST. PATRICK'S CATHOLIC GRADE SCHOOL; ADDRESS OF OBA: SPRINGFIELD, IL 62703; NATURE: PRE K THROUGH 5TH GRADE ELEMENTARY SCHOOL (501(E)(3) STATUS); INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: MONITOR ALL FINANCIAL BOOKS AND RECORDS, MONITOR SCHOOL'S BOOKKEEPER, REPORT TO FINANCE COMMITTEE AND SCHOOL BOARD, AND SIGN CHECKS WHEN NECESSARY; START DATE: 01/2016; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: 5945 SAND WEDGE LLC; ADDRESS OF OBA: NAPLES, FL 34103; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MANAGING MEMBER; DUTIES: MANAGE ALL INCOME & EXPENSES RELATING TO REAL ESTATE HOLDINGS, VOTE ON DECISIONS AS NEEDED, WORK DIRECTLY WITH CPA FOR REQUIRED FILINGS; START DATE: 09/2022; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: SELLING FIXED PRODUCTS; INVESTMENT RELATED: NO; TITLE WITH OBA: INDEPENDENT INSURANCE AGENT; DUTIES: SELLING FIXED PRODUCTS; START DATE: 2013; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2.5; (4.) NAME OF OBA: 1200 CENTRE WEST LLC; ADDRESS OF OBA: SPRINGFIELD, IL; 62704; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 08/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: SACRED HEART-GRIFFIN FINANCE COMMITTEE; ADDRESS OF OBA: SPRINGFIELD, IL 62702; NATURE: MEMBER OF THE FINANCE COMMITTEE FOR A COLLEGE PREPARATORY HIGH SCHOOL; INVESTMENT RELATED: YES; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: THE FINANCE COMMITTEE OVERSEES THE EXTERNAL INVESTMENT ADVISOR, WHO IS RESPONSIBLE FOR MANAGING THE PORTFOLIO. THE FINANCE COMMITTEE MEETS REGULARLY TO DISCUSS AND REVIEW THE ENDOWMENT AND INVESTMENT PORTFOLIOS; START DATE: 09/03/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
CRS (Client Relationship Summary) - RIA
Click below to view Erin Michelle Crumly'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: 2022
Experience
Current
June 24, 2020 - Present
TROXELL FINANCIAL
Office #1: 214 South Grand Avenue West, Springfield, IL 62704Office #2: 2400 Tamiami Trail North Suite 403, Naples, FL 34103RIA
CRD#: 168998
Springfield, IL
Past
June 25, 2018 - December 31, 2019
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
SPRINGFIELD, IL
Past
August 24, 2015 - July 2, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
SPRINGFIELD, IL
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".
TF
TROXELL FINANCIAL
CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED
CRD#: 168998 / SEC#: 801-81175
RIA
Registered Investment Advisory firm - (3/24/2015 Approved)Illinois
Registered Investment Advisory firm - (3/24/2015 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(3/21/2022)
IAR
Illinois(6/24/2020)
IAR
Texas(6/24/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TROXELL FINANCIAL
CRUMLY AND ASSOCIATES, INC. | TROXELL FINANCIAL ADVISORS | TROXELL FINANCIAL | EVERGREEN WEALTH | CRUMLY AND ASSOCIATES, INCORPORATED
CRD#: 168998 / SEC#: 801-81175
RIA
Registered Investment Advisory firm - (3/24/2015 Approved)Illinois
Registered Investment Advisory firm - (3/24/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
214 South Grand Avenue West, Springfield, IL 62704
Mailing Address
Phone number
(217) 321-3210
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,500 |
| AUM (Assets Under Management) | $ 969,825,114 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2025 | ||
| 11/08/2024 | ||
| 10/31/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TROXELL FINANCIAL
CRD#: 168998Springfield, IL 62704TRUST BUT VERIFY
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