Kevin Keith Kroskey
Investment adviser representative at True Wealth Design, LLC
21 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$494MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- True Wealth Design, LLCFeb 2007 to now
- True Wealth Design Ii, LLCJul 2005 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (FL, OH, PA, PR, TX).
True Wealth Design, LLC
$494MAssets managed
366Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5288710
- Firm CRD
- 143194