AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PK

Peter J. Kropp

C.R. LLOYD INVESTMENT SERVICES
Sioux Falls, SD 57104
Some features on this profile are disabled
CRD#: 7759691
PK

Professional summary


Peter John Kropp is a registered financial professional currently at C.R. LLOYD INVESTMENT SERVICES, LLC located in Sioux Falls, South Dakota.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2025. Peter has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Peter John Kropp'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

March 24, 2025 - Present

C.R. LLOYD INVESTMENT SERVICES, LLC

Office #1: 150 E 4th Place Suite 600, Sioux Falls, SD 57104Office #2: 150 E 4th Place Suite 600, Sioux Falls, SD 57104
BD
CRD#: 325212
Sioux Falls, SD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Iowa
(4/3/2025)
RR
Minnesota
(9/30/2025)
RR
South Dakota
(3/25/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 3/31/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/18/2023
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/17/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


CL
C.R. LLOYD INVESTMENT SERVICES, LLC
C.R. LLOYD INVESTMENT SERVICES, LLC

CRD#: 325212 / SEC#: , 8-71100

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
150 E 4th Place Suite 600, Sioux Falls, SD 57104
Mailing Address
150 E 4th Place Suite 600, Sioux Falls, SD 57104
Phone number
(605) 318-9718
Established
South Dakota since 11/28/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LLOYD COMPANIES, INC.SOLE MEMBER
CROSBY-BROWN, LAURA MAYFINOP, PFO, POO1545513
KROPP, PETER JOHNMANAGER, EXECUTIVE REPRESENTATIVE & CCO

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


C.R. LLOYD INVESTMENT SERVICES, LLC

CRD#: 325212Sioux Falls, SD 57104

TRUST BUT VERIFY

Monitor Peter Kropp

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


KP
Kirk PaulsenAdvisorCheck Check Mark
MONEY CONCEPTS CAPITAL CORP
IAR
RR
Mt. Pleasant, SC
FU
Faisal UmeraniAdvisorCheck Check Mark
MACQUARIE CAPITAL (USA) INC.
RR
Houston, TX
AB
Andrea BaaseAdvisorCheck Check Mark
J.W. COLE FINANCIAL, INC.
RR
Sminole, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics