Samuel Andrews Issermoyer
Investment adviser representative at Crusonia Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.2BFirm 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
Experience
13 years in the industry.
- Crusonia Wealth Advisors, LLCMay 2026 to now
- Valeo Financial Advisors, LLCMar 2022 to May 2026
- Regions BankDec 2017 to Mar 2022
- Wells FargoJun 2013 to Dec 2017
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Crusonia Wealth Advisors LLC
$1.2BAssets managed
542Clients
15Advisers
2 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
- 7531128
- Firm CRD
- 330057