Joseph Crea has been President of Enza Financial since August 2014, is a control person of the firm and directly owns between 25% and 50% of it. Joseph Crea holds a Bachelor of Science in Business Administration, Business Marketing major from Miami University.
Enza Financial, LLC is an Independence, OH firm with $191M under management, 198 clients and 4 advisers in one office, as of its March 2026 filing.
Joe Crea is Founder and President of Enza Financial, LLC. With more than 40 years in the business, Crea is an experienced consultant for businesses ranging from large corporations to individual entrepreneurs. His experience includes estate planning, executive benefits, and guiding business owners through decisions about perpetuating their businesses.
Joseph Crea’s longest registration was 20 years at M Holdings Securities, Inc. (2002–2022). Before joining Enza Financial in 2021, Joseph Crea was registered through M Holdings Securities, Inc.
- Enza Financial, LLCCurrent– present · 4 yearsIndependence, OH · Adviser representative · Firm CRD 315827
- M Holdings Securities, Inc.– · 20 yearsIndependence, OH · Adviser representative · Firm CRD 43285
Professional designations
Listed by Enza Financial
- Chartered Life Underwriter
- Chartered Financial Consultant
Investment adviser representative registrations
Joseph Crea is registered as an investment adviser representative in Ohio, since November 2021.
- OhioSince 17 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 February 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 January 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Ross Crea
- CRD
- 2110561
- Firm
- Enza Financial · CRD 315827
- Role
- President
- Office
- 6450 ROCKSIDE WOODS BLVD S, SUITE 150, Independence, OH 44131
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- enzafinancial.com
Where does Joseph Crea work?
Joseph Crea has been President of Enza Financial, LLC since August 2014, and is a control person of the firm.
Is Joseph Crea a financial advisor?
Yes. Joseph Crea has a current investment-adviser registration in Ohio, through Enza Financial since November 2021.
How many years of experience does Joseph Crea have?
Joseph Crea has 34 years in the financial industry, since January 1992, across 2 adviser firms.
What exams has Joseph Crea passed?
Joseph Crea has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in January 1992. FINRA credited Joseph Crea with the SIE, which began in October 2018.
Where is Joseph Crea based?
Joseph Crea’s registered office is in Independence, OH.
Is Joseph Crea registered with FINRA?
Yes. Joseph Crea has a current broker registration, under CRD 2110561.
Source: FINRA BrokerCheck
How can I verify Joseph Crea’s record?
Search CRD 2110561 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Crea’s full registration record.
