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Featured Business Financial Advisor in Akron, OH
Akron Financial Advisors
True Wealth Design, LLC
700 Ghent Road, Suite 100
Akron, OH 44333
(330) 777-0688
“Salaried & Smart. Objective advice from CFP Professionals.”
Advisor Profile
Kevin Kroskey, CFP, MBA
Name:  Kevin Kroskey, CFP, MBA
Phone Number:  (330) 777-0688
Website:  Visit Website
Disclosure Link:
http://www.truewealthdesign....
Disclaimer
True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets accurate as of 12/31/2017.

About True Wealth Design, LLC

We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise in...

- RETIREMENT PLANNING

- TAX PLANNING

- INVESTMENT MANAGEMENT

... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.
 

General Information

States Willing to do Business in:    Akron,Brecksville,Broadview Heights,Canton,Cleveland,Cuyahoga Falls,Hudson,Medina,Richfield,Stow,Strongsville,Uniontown,Wadsworth
States Licensed in:    Registered with the Securities and Exchange Commission
Insurance License#:    598729
SEC File#:    801-113277
Firm CRD#:    143194
CRD#:    5288710
Number of Years with Current Firm:    13
Years of Experience in Financial Services:    15
Name of Custodial Firm:    Pershing, TD Ameritrade, Schwab
 

Services

Investment Types:    Stocks
I can meet clients in the following ways:    Video Conference, Via phone, At my office
Investment Types:    Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, Mutual Funds
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Can advise on insurance products
Securities Licenses:    Series 65
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Assets Managed by Firm:    $130,000,000
Firm's Number of Clients:    170
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $250,000
 
 
 

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