Your investment strategy should start with your taxes. Whether you start by reviewing your tax plan or your investment plan the two go hand in hand. At Kroon & Mitchell we take a holistic approach to your full financial picture to ensure success in all areas.

Firm Start Year

2013

No.of Employees

2-4

CRD#

6251940

Firm CRD#

168120

States Licensed in

MI; GA

Years of Experience in Financial Services

21

Number of Years with Current Firm

8

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers

Investment Types

Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, Our Offices, Video Conference, At your home

Registered Investment Advisor

Yes

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

Certifications, Accreditations & Designations

CFA^®, CPA

Securities Licenses

Series 65

Financial Organization Memberships

American Institute of Certified Public Accountants (AICPA), Garrett Planning Network

Assets Managed by Firm

$45M

Assets Managed by Advisor

$84M

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.7%-0.9%

Hourly Rate

$150

MBA - Management

Michigan State University
- 2009

Bachelor - Finance

Michigan State University
- 2000