Joshua Cromer, financial advisor Leawood KS
90 score

Joshua Cromer

CRD Number: 6161745
Current Firm: Creative Planning

Joshua Cromer (CRD# 6161745) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Planning Leawood, KS Jan 2016 - Current < 1
Valic Financial Advisors Mclean, VA Feb 2013 - Jan 2016 2
Unemployed Stillwater, OK Jan 2013 - Feb 2013 < 1
Student Mobilization Stillwater, OK May 2010 - Dec 2012 2
Full Time Education Manhattan, KS Aug 2009 - Apr 2010 < 1
Publix Supermarket Panama City, FL May 2009 - Jul 2009 < 1
Full Time Education Manhattan, KS Aug 2008 - Apr 2009 < 1
Windsor Parke Golf Course Jacksonville, FL May 2008 - Jul 2008 < 1
Full Time Education Manhattan, KS Aug 2007 - Apr 2008 < 1
Marriott At The Players Club Sawgrass Ponte Vedra Beach, FL May 2007 - Jul 2007 < 1
Freda And Maude Topeka, KS May 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Joshua D. Cromer
Phone Number: 913-338-2727
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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