Eric Croak (CRD# 6531904) is an Investment Advisor Representative working at Croak Capital in Toledo, OH and has over 8 years of experience in the finance industry. Eric Croak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cam Tax, LLC | Toledo, OH | Jan 2021 - Current | 3 |
| Cam Insurance, LLC | Toledo, OH | Nov 2019 - Current | 4 |
| Croak Asset Management, LLC | Perrysburg, OH | Jul 2018 - Current | 5 |
| Creative Financial Partners | Perrysburg, OH | Aug 2015 - Current | 8 |
| Great Lakes Credit Union | Perrysburg, OH | May 2016 - Jan 2020 | 3 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2015 - Dec 2018 | 3 |
| Ameritas Investment Corp | Lincoln, NE | Aug 2015 - Sep 2018 | 3 |
| Croak Asset Management | Perrysburg, OH | May 2017 - Jul 2018 | 1 |
| University Of Charleston, Sc | Charleston, SC | Aug 2014 - Jul 2015 | < 1 |
| High School/university Of Toledo | Toledo, OH | Jul 2005 - Aug 2014 | 9 |
| Red Bull North America | Toledo, OH | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- LA
- OH
- TX
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,881ACCOUNTS
-
Average Account Value$113,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IL, IN, LA, MI, OH, TX
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