Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kroskey is a financial advisor with True Wealth Design, LLC. Kevin is registered as an investment advisor representative in Florida, Ohio, Puerto Rico, and Texas. Kevin holds the Series 65 license and is a Certified Financial Planner. Kevin has been in the financial services industry since 2007 and has experience providing financial planning and portfolio management services to individuals and families. Kevin also has experience providing financial services to pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
11/13/2023 - Present
True Wealth Design, LLC (AKRON OH)
IA
Issued 04/04/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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