Timothy Croak (CRD# 1673702) is an Investment Advisor Representative working at Croak Capital in Toledo, OH and has over 33 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2021 - Current | 2 |
| Croak Asset Management, Llc Dba Croak Capital | Toledo, OH | Jul 2018 - Current | 5 |
| Ameritas Investment Corp | Toledo, OH | Feb 2005 - Jul 2021 | 16 |
| Ameritas Investment Corp | Perrysburg, OH | Jan 2005 - Oct 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
- OH
-
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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