TC
Troy W. Crook
VALMARK ADVISERS
Fort Mitchell, KY 41017
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CRD#: 6213242
TC
Professional summary
Troy Wesley Crook is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fort Mitchell, Kentucky and FOCUS ON SUCCESS, LLC located in Ft. Mitchell, Kentucky.
Troy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Troy has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) ValMark Securities, Inc Investment-related, 130 Springside Drive #300 Akron, OH 44333, Registered Representative, 2015-Present, Offers Investments through ValMark Securities, ValMark Advisers, Inc. Investment-related, 130 Springside Drive #300 Akron, OH 44333./// 2)Investment Adviser Representative, 2021-Present, Money Management through ValMark Advisers, Executive Insurance 130 Springside Drive #300 Akron, OH 44333, Agent, 2015-Present./// 3) Offer Insurance related products through Executive Insurance./// 4) Glory to God International Ministries, Non-investment related, 2723 Marlo Way, Lakeside Park, KY 41017, Mission work in Nigeria, Director, 2015-Present, 1hr per month, Board oversight for mission trips./// 5) Focus On Success, Partner, Investment Advisor Representative, started 1/19/22, 21-40 hours per month, receives compensation from planning fees from clients./// 6) Impact Homes, LLC; 10507 Pinetree Court, Covington, KY 41015; Real estate investing; Manager; Find properties to use as rental homes; NOT Investment Related; Start Date 01/01/2025; YES, Financial Interest- I will receive profits from any rentals; Approximately 6-10 hrs. per month; Will receive any profits paid into the company.///
CRS (Client Relationship Summary) - RIA
Click below to view Troy Wesley Crook'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®
NoneExperience
Current
July 12, 2021 - Present
VALMARK ADVISERS, INC.
Office #1: 211 Grandview Dr., Ste. 235, Fort Mitchell, KY 41017RIA
CRD#: 108050
Fort Mitchell, KY
Current
January 19, 2022 - Present
FOCUS ON SUCCESS, LLC
Office #1: 211 Grandview Dr Ste 235, Ft. Mitchell, KY 41017-2792RIA
CRD#: 129739
Ft. Mitchell, KY
Current
August 25, 2015 - Present
VALMARK SECURITIES, INC.
Office #1: 211 Grandview Drive Suite 235, Fort Mitchell, KY 41017BD
CRD#: 31243
Fort Mitchell, KY
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Idaho(8/27/2021)
IAR
Idaho(8/30/2021)
RR
Illinois(8/27/2021)
RR
Indiana(8/27/2021)
IAR
Indiana(10/1/2021)
RR
Kentucky(12/22/2015)
IAR
Kentucky(7/12/2021)
RR
Michigan(8/27/2021)
RR
Ohio(7/23/2020)
IAR
Ohio(8/27/2021)
RR
West Virginia(8/27/2021)
RR
Wisconsin(8/27/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Fort Mitchell, KY 41017TRUST BUT VERIFY
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