Jeremy
Hartle
Croak Capital
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About this Advisor
Jeremy Hartle is a financial advisor based in Toledo, Ohio, working with Croak Capital. Jeremy has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, First Solar Inc, Continental Structural Plastics, Parkinsons Foundation Of Northwest Ohio, and Jeds Downtown. Jeremy is registered to provide services in Ohio. Currently, Jeremy 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.
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
Jeremy Hartle Work History
Jeds Downtown
Transamerica Financial Advisors, Inc
Parkinsons Foundation Of Northwest Ohio
First Solar Inc
World Financial Group, Inc
Continental Structural Plastics
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 Capital
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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