Wealthcrossing

Who works here

• AB
  Andrea Lynn Broughton
• CZ
  Chloe Van Zandt
• CC
  Claire Elaine Craighill
• JW
  John Constantine Williams
• JK
  John Kevin King
• JB
  Jonathan Bailey
• MC
  Mitchell James Crowder
• SS
  Stephanie Felts Stumpf

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Wealthcrossing

Legal name: SBK Financial, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

132513