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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 Troxell Financial aims to participate in positive investment trends while reducing volatility through investment climate changes. They continually monitor portfolio performance and changing market conditions to properly rebalance a portfolio. The firm adheres to a fully invested discipline with consistent exposure to selected asset classes over a long period of time. | Président | 01/01/2024 |
Anciens postes connus de Kevin Wayne Crumly
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 01/06/2018 |
Formation de Kevin Wayne Crumly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Crumly & Associates, Inc.
Crumly & Associates, Inc. Investment ManagersFinance Troxell Financial aims to participate in positive investment trends while reducing volatility through investment climate changes. They continually monitor portfolio performance and changing market conditions to properly rebalance a portfolio. The firm adheres to a fully invested discipline with consistent exposure to selected asset classes over a long period of time. | Finance |
