Eric
Croak
Croak Capital
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About this Advisor
Eric Croak is a financial advisor based in Toledo, Ohio, working with Croak Capital. Eric has previously held positions at Ameritas Investment Corp, Great Lakes Credit Union, Creative Financial Partners, Croak Asset Management, LLC, Cam Insurance, LLC, Cam Tax, LLC, University Of Charleston, Sc, High School/University Of Toledo, and Croak Asset Management. Eric has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Eric is part of Croak Capital, which operates out of Toledo, Ohio. The firm has 7 employees and manages assets totaling $213.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Croak Capital includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Croak Capital Brokerage Details
$213,129,136
7
1,881
$113,306
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Eric Croak Work History
Cam Tax, LLC
Cam Insurance, LLC
Croak Asset Management, LLC
Creative Financial Partners
Croak Asset Management
Great Lakes Credit Union
Ameritas Investment Corp
Ameritas Investment Corp
University Of Charleston, Sc
High School/University Of Toledo
Disclosures
Please visit the SEC profile of Eric Croak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Croak Capital
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
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