Johann Kroll, CFA, CFP®, financial advisor Mount Pleasant SC

Johann Kroll, CFA, CFP®

CRD Number: 6297173
Current Firm: Oceanside Advisors LLC

Johann Kroll (CRD# 6297173) is an Investment Advisor Representative working at Oceanside Advisors LLC in South Carolina and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oceanside Advisors LLC Mount Pleasant, SC Jan 2014 - Current 10
Oceanside Advisors LLC Mount Pleasant, SC Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Johann Kroll, CFA, CFP®
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    603
    ACCOUNTS
  • Average Account Value
    $226,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL, LA, MN, NC, OH, PA, SC, TX, WI

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