Jeremy
Hartle
Croak Asset Management
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About this Advisor
Jeremy Hartle is a financial advisor based in Toledo, Ohio with 2 years of relevant experience. Hartle is on the advisory team at Croak Asset Management. Throughout their career, they have worked at Transamerica Financial Advisors, Inc, World Financial Group, Inc, First Solar Inc, Continental Structural Plastics, St Francis De Sales Hs, Parkinsons Foundation Of Northwest Ohio and Jeds Downtown. Hartle is registered to serve investors in Ohio. Croak Asset Management is a financial advisory company that has its headquarters in Toledo, OH. It oversees $143 million in assets between its 1,665 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,665 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by Croak Asset Management may include any combination of asset-based, hourly, fixed and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Croak Asset Management Brokerage Details
$142,910,681
4
1,665
$85,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeremy Hartle Work History
Jeremy has been registered as a financial advisor for 2 years.*
Jeds Downtown
Transamerica Financial Advisors, Inc
Parkinsons Foundation Of Northwest Ohio
First Solar Inc
World Financial Group, Inc
Continental Structural Plastics
St Francis De Sales Hs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Hartle 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 Asset Management
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
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