29 Pearl St
Ste 400
Grand Rapids, MI 49503
616-356-2002
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
No.of Employees
CRD#
Firm CRD#
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Securities Licenses
Financial Organization Memberships
Assets Managed by Firm
Assets Managed by Advisor
Fee Structure
Compensation Methods
Fee % Based on Assets
Hourly Rate
MBA - Management
Bachelor - Finance