Profil
Mr. Kevin W.
Crumly is a Wealth Advisor, Chairman of the Board & Chief Investment Officer at Crumly & Associates, Inc. He started the firm in 1994 to provide wealth management services to small business owners.
With more than 30 years of investment and financial planning experience, Mr. Crumly specializes in retirement planning, estate planning and business continuation planning.
As Chairman and CIO, he is responsible for implementing the firm’s strategic initiatives and investment policies.
Mr. Crumly was previously employed as a Principal by LPL Financial LLC.
He obtained his MBA from the University of Illinois at Springfield.
Postes actifs de Kevin Wayne Crumly
| Sociétés | Poste | Début |
|---|---|---|
Crumly & Associates, Inc.
 Crumly & Associates, Inc. Investment ManagersFinance Crumly & Associates, Inc. (dba Troxell Financial) is an independent, SEC-registered investment advisor headquartered in Springfield, Illinois. Founded in 2011, Troxell Financial provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, and corporations or other business entities. | Président | 01/01/2024 |
Anciens postes connus de Kevin Wayne Crumly
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/06/2018 |
Formation de Kevin Wayne Crumly
| University of Illinois | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Crumly & Associates, Inc.
Crumly & Associates, Inc. Investment ManagersFinance Crumly & Associates, Inc. (dba Troxell Financial) is an independent, SEC-registered investment advisor headquartered in Springfield, Illinois. Founded in 2011, Troxell Financial provides portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, and corporations or other business entities. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
