Jeremy Alan Hartle
Investment adviser representative at Croak Capital
13 yearsExperience
1 stateRegistered in
$363.9MFirm assets
4 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Croak CapitalDec 2021 to now
- Parkinsons Foundation of Northwest OhioJul 2016 to now
- Jeds DowntownApr 2018 to Mar 2020
- Transamerica Financial Advisors, IncJul 2016 to Dec 2021
- World Financial Group, Inc.Mar 2013 to Dec 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Croak Capital
Legal name: Croak Asset Management, LLC
$363.9MAssets managed
784Clients
7Advisers
4 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
- 6683200
- Firm CRD
- 297666