Timothy
Croak
Croak Asset Management
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About this Advisor
Timothy Croak is a chartered financial consultant who works in Toledo, Ohio with a total of 5 years of industry experience. Croak works at Croak Asset Management. Croak has gained experience at Croak Asset Management, LLC, Ameritas Investment Corp and Purshe Kaplan Sterling Investments. Croak has a Series 63 license, qualifying them as a securities representative, and is registered to work in Ohio. Croak Asset Management is an advisory company based in Toledo, OH. It has $143 million in assets under management across its 1,665 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,665 accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in assets. Croak Asset Management provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules depend on the type of services. However, fees charged by Croak Asset Management can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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
Timothy Croak Work History
Timothy has been registered as a financial advisor for 5 years.*
Purshe Kaplan Sterling Investments
Croak Asset Management, LLC
Ameritas Investment Corp
Ameritas Investment Corp
*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 Timothy 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 Asset Management
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
Toledo, OH
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