Troxell Financial Advisors

Troxell Financial Advisors (CRD# 168998) is a financial advisory firm headquartered in Springfield, IL. They manage $100,768,000 in 425 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $237,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Troxell Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Kevin W. Crumly
CRD#: 2447307
214 South Grand Avenue West, Springfield, IL 62704
96
Wealthminder
score

Kevin Crumly (CRD# 2447307) is an Investment Advisor Representative working at Troxell Financial Advisors in Springfield, IL and has over 22 years of experience in the finance industry. Kevin Crumly 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.

2
Courtney J. Babiak
CRD#: 6142900
214 South Grand Avenue West, Springfield, IL 62704
89
Wealthminder
score

Courtney Babiak (CRD# 6142900) is an Investment Advisor Representative working at Troxell Financial Advisors in Springfield, IL and has over 3 years of experience in the finance industry.

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