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Tristan James Crook

Tristan J. Crook

OLDFATHER FINANCIAL SERVICES | Associate Financial Advisor
KEARNEY, NE 68847
Some features on this profile are disabled
CRD#: 6860338
Tristan James Crook

Professional summary

Tristan James Crook is a registered financial advisor currently at OLDFATHER FINANCIAL SERVICES located in Kearney, Nebraska.

Tristan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tristan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tristan James Crook's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 14, 2026 - Present

OLDFATHER FINANCIAL SERVICES

Office #1: 2033 Central Ave, Kearney, NE 68847
RIA
CRD#: 339739
KEARNEY, NE
Past

October 10, 2024 - February 24, 2026

OLDFATHER FINANCIAL SERVICES LLC

RIA
CRD#: 112505
KEARNEY, NE
Past

January 8, 2024 - September 27, 2024

308 FINANCIAL

RIA
CRD#: 329269
KEARNEY, NE
Past

April 12, 2022 - October 26, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
COLUMBUS, NE
Past

April 11, 2022 - October 26, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
COLUMBUS, NE
Past

August 20, 2020 - March 4, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
KEARNEY, NE

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".
OF
OLDFATHER FINANCIAL SERVICES
OFS ENTERPRISE LLC | OLDFATHER FINANCIAL SERVICES

CRD#: 339739 / SEC#: 801-135156

RIA
Registered Investment Advisory firm - (12/1/2025 Approved)

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
Nebraska
(1/14/2026)
IAR
Texas
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/20/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/26/2019
Securities Industry Essentials Examination

Current Firm

OF
OLDFATHER FINANCIAL SERVICES
OFS ENTERPRISE LLC | OLDFATHER FINANCIAL SERVICES

CRD#: 339739 / SEC#: 801-135156

RIA
Registered Investment Advisory firm - (12/1/2025 Approved)
Loading...

Contact information

Main Address
2033 Central Ave, Kearney, NE 68847
Mailing Address
P.o Box 1775, Kearney, NE 68848-1775
Phone number
(308) 237-4571
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OLDFATHER FINANCIAL SERVICES ADV BROCHURE (12/15/2025)

Regulatory assets under management

Total Number of Accounts1,210
AUM (Assets Under Management)$ 541,509,470

Red Flags

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.

Company Information

OLDFATHER FINANCIAL SERVICES

Associate Financial AdvisorCRD#: 339739Kearney, NE 68847

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Contact information

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