Kevin Kroskey

True Wealth Design, LLC

700 Ghent Road, Suite 100

Akron, OH 44333

330-777-0688

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

2007

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

Number of Years with Current Firm

Advisory Services Provided

Investment Advice & Management, Tax Advice and Services, Retirement Planning

Services

Investment Types

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

Can meet clients in the following ways

Via Phone, Our Office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, MBA

Securities Licenses

Series 65

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

300+

Assets Managed by Firm

$400+ Million

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 8/31/2021.

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