Tristan Crook has been an investment adviser representative at Ofs Enterprise since January 2026, and is not listed among the firm’s executive officers or direct owners.
Ofs Enterprise LLC is a Kearney, NE firm with $556M under management, 448 clients and 4 advisers in one office, as of its May 2026 filing.
Tristan Crook is an investment adviser representative at Oldfather Financial Services and has been in the industry since 2017. He works with young medical professionals such as physicians, dentists and pharmacists on student loans, investing, tax planning and building wealth, and with retirees and pre-retirees on income strategies, tax planning, healthcare costs, Social Security and legacy planning.
Tristan Crook’s longest registration was 1 year at Ameriprise Financial Services, LLC (2022–2023). Before joining Ofs Enterprise in 2026, Tristan Crook was registered through Oldfather Financial Services LLC and 308 Financial.
- Oldfather Financial ServicesCurrent– present · under a yearKearney, NE · Adviser representative · Firm CRD 339739
- Oldfather Financial Services LLC– · 1 yearKearney, NE · Adviser representative · Firm CRD 112505
- 308 Financial– · under a yearKearney, NE · Adviser representative · Firm CRD 329269
- Ameriprise Financial Services, LLC– · 1 yearColumbus, NE · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Tristan Crook is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- NebraskaSince 14 January 2026
- TexasSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 December 2020 |
| Series 7TO | General Securities Representative Examination | 20 August 2020 |
| SIE | Securities Industry Essentials Examination | 26 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tristan James Crook
- CRD
- 6860338
- Firm
- Ofs Enterprise · CRD 339739
- Office
- 2033 CENTRAL AVE, Kearney, NE 68847
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldfatherfinancial.com
Where does Tristan Crook work?
Tristan Crook is an investment adviser representative registered through Ofs Enterprise LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tristan Crook a financial advisor?
Yes. Tristan Crook has a current investment-adviser registration in Nebraska and Texas, through Ofs Enterprise since January 2026.
How many years of experience does Tristan Crook have?
Tristan Crook has 5 years in the financial industry, since December 2020, across 4 adviser firms.
What exams has Tristan Crook passed?
Tristan Crook has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2019.
Where did Tristan Crook work before Ofs Enterprise?
Before Ofs Enterprise, Tristan Crook was registered through 308 Financial, January 2024 to September 2024; Ameriprise Financial Services, LLC, April 2022 to October 2023.
Where is Tristan Crook based?
Tristan Crook’s registered office is in Kearney, NE.
Is Tristan Crook registered with FINRA?
No. Tristan Crook has no current broker registration.
How can I verify Tristan Crook’s record?
Search CRD 6860338 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tristan Crook’s full registration record.