Denise Croake (CRD# 5814499) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Petoskey, MI and has over 12 years of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 5454842
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Petoskey, MI | May 2023 - Current | < 1 |
| Encore Financial Group | Cheboygan, MI | May 2010 - Current | 13 |
| The O.n. Equity Sales Company | Cincinnati, OH | Sep 2011 - May 2023 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- MI
- SC
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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