Kevin Kroskey has been Managing Partner of True Wealth Design since July 2005, is a control person of the firm and directly owns under 5% of it. Kevin Kroskey holds a B.A. in Education from the University of Akron and an M.B.A. in Finance from the University of Akron.
True Wealth Design, LLC is an Akron, OH firm with $494M under management, 366 clients and 7 advisers across 9 offices, as of its October 2026 filing.
Kevin Kroskey is Founder, CEO, Co-CIO of True Wealth Design. He started his professional career as a high school Physics teacher, discovered financial services in 2002, and founded True Wealth Design in 2005.
Professional designations
Listed by True Wealth Design
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Kroskey is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from May 2007; the most recent is Pennsylvania, in April 2025.
- FloridaSince 6 September 2019
- OhioSince 30 May 2007
- PennsylvaniaSince 30 April 2025
- Puerto RicoSince 11 April 2023
- TexasResidentSince 13 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Keith Kroskey
- CRD
- 5288710
- Firm
- True Wealth Design · CRD 143194
- Role
- Managing Partner
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truewealthdesign.com
Where does Kevin Kroskey work?
Kevin Kroskey has been Managing Partner of True Wealth Design, LLC since July 2005, and is a control person of the firm.
Is Kevin Kroskey a financial advisor?
Yes. Kevin Kroskey has a current investment-adviser registration in Florida, Ohio, Pennsylvania, Puerto Rico and Texas, through True Wealth Design since April 2007.
How many years of experience does Kevin Kroskey have?
Kevin Kroskey has 19 years in the financial industry, since April 2007, across 1 adviser firm.
What exams has Kevin Kroskey passed?
Kevin Kroskey passed the Series 65 in April 2006.
Is Kevin Kroskey registered with FINRA?
No. Kevin Kroskey has no current broker registration.
Is Kevin Kroskey a CFP?
True Wealth Design lists Kevin Kroskey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Kroskey’s record?
Search CRD 5288710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Kroskey’s full registration record.