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Kevin Kroskey, CFP®, MBA

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333
(330) 7770688

Salaried & Smart. Objective advice from CFP Professionals.

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

Firm Start Year

2005

No.of Employees

5-9

CRD#

5288710

Firm CRD#

143194

Insurance License#

598729

Name of Custodial Firm

Pershing, TD Ameritrade, Schwab

States Licensed in

Registered with the Securities and Exchange Commission

Years of Experience in Financial Services

15

Number of Years with Current Firm

13

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Mortgages & Real Estate

I can meet clients in the following ways

Via phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65

Insurance and Annuity Licenses

Can advise on insurance products

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

170

Assets Managed by Firm

$130,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Education

BA Education -

University of Akron
-

MBA Finance -

University of Akron
-

Disclosures

http://www.truewealthdesign.com/compliance

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.