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Kevin Kroskey

Kevin Kroskey

True Wealth Design

http://www.TrueWealthDesign.com
(330) 777-0688
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professional profile

Year CFP® Certification Received

Planning Services Offered

  • Investment Planning
  • Retirement Planning
  • Retirement Income Management
  • Comprehensive Financial Planning
  • Tax Planning

Your Minimum Investable Assets

  • $500,000

Languages

  • English

Disclosures

CFP Board Public Disciplinary History

Effective Date: 8/10/2009

Kevin K. Kroskey (North Royalton): In July 2009, following a hearing by CFP Board’s Disciplinary and Ethics Commission (“Commission”), CFP Board issued Mr. Kroskey a Public Letter of Admonition. This discipline followed an investigation of two related matters: 1) Mr. Kroskey was convicted of a felony in a federal court for Conspiracy to Possess with Intent to Distribute Methylenedioxymethamphetamine (“MDMA”), also commonly known as Ecstasy; and 2) Mr. Kroskey failed to report his conviction to the Ohio Department of Insurance within thirty days from the date of conviction. In the first matter, Mr. Kroskey served 13 months in prison after being sentenced to 51 months imprisonment followed by three years of supervised probation. Mr. Kroskey was discharged from probation after serving one year for his completion of ordered conditions and outstanding compliance. In the second matter, on October 15, 2007, the Ohio Department of Insurance issued Mr. Kroskey a Notice of the Department’s intent to suspend, revoke, or refuse to renew his license as an insurance agent. The grounds for the action were Mr. Kroskey’s felony conviction and his failure to report the felony conviction within thirty days to the superintendent of insurance. On January 9, 2008, a Hearing was held by the Ohio Department of Insurance. On January 29, 2008, the Hearing Administrator issued a Report and Recommendation, which found that Mr. Kroskey had been rehabilitated and will continue to be licensed as an insurance agent in the State of Ohio. The Report also found Mr. Kroskey in violation of Ohio law for not reporting his felony conviction within thirty days of the disposition, and recommended a civil penalty of $500.00 and administrative costs of $250.00, which was paid. The Commission determined that Mr. Kroskey’s conduct violated Rule 606(a) of CFP Board’s Code of Ethics and Professional Responsibility and provided grounds for discipline pursuant to Articles 3(a) and 3(c) of CFP Board’s Disciplinary Rules and Procedures. In mitigation, the Commission considered the following factors: 1) Mr. Kroskey’s violation of Ohio law for Mr. Kroskey’s late reporting of his felony conviction was due to his incarceration; 2) the conduct at issue took place when Mr. Kroskey was a college student, long before he began his financial services career, and Mr. Kroskey’s past behavior does not reflect his current level of commitment to his profession and his community; and 3) Mr. Kroskey’s current professional life reflected a commitment to the profession, despite the career-long disadvantage he will experience due to his poor behavior in the past. The Commission cited no aggravating factors. Accordingly, the Commission admonished Mr. Kroskey with regard to the above-mentioned conduct. The Order to issue Mr. Kroskey a Public Letter of Admonition became effective on August 10, 2009.

Disclosure Under CFP Board’s Prior Bankruptcy Disclosure Procedures
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Until June 30, 2020, CFP Board made public disclosures about CFP® professionals who had filed a personal or business bankruptcy. These were disclosures and not disciplinary actions or sanctions. These disclosures stay on CFP Board’s website for 10 years. There are more details below on this page.

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Disclosure Information

CFP Board makes available information that a CFP® professional has provided about his or her practice. CFP Board also provides information about any CFP® professional that CFP Board has publicly disciplined or any professional who made a bankruptcy disclosure to CFP Board (more details about bankruptcy below). We cannot guarantee the information the CFP® professional has provided is accurate or complete. You should verify the accuracy of the information yourself.

While the information on this website may be useful to you, there may be more information from other sources you will need or want. Provided below are links to other sources of information about CFP® professionals that may be more recent or that may contain information that has not led to CFP Board discipline and does not appear on CFP Board’s website. The information may include customer disputes, disciplinary actions taken by a regulator or employer, certain criminal matters, and certain financial matters (such as bankruptcy proceedings and unpaid judgments or liens). The links provided below may provide additional information only if the CFP® professional is subject to the oversight of that regulator or SRO. If the CFP® professional is not subject to their oversight, then the link will not provide access to any additional information about that person.

  • You can find information about CFP® professionals who are subject to Financial Industry Regulatory Authority (FINRA) or Securities and Exchange Commission (SEC) oversight through FINRA’s BrokerCheck and the SEC’s Investment Adviser Public Disclosure databases. Both are free tools you can use to conduct research.
  • Visit your state securities regulator’s website for more information about brokers and investment advisers and your state insurance department website for more information about insurance professionals.
  • Visit the Office of the Comptroller of the Currency (OCC) website to search for enforcement actions against individuals who are subject to OCC oversight.
  • Conduct an Internet search on the CFP® professional’s name (and business name).

About Bankruptcies

Effective June 30, 2020, CFP Board may publicly sanction a CFP® professional for a personal or business bankruptcy that violates CFP Board’s Code of Ethics and Standards of Conduct. (There is no violation if the CFP® professional can make a case that the bankruptcy does not reflect on the professional’s ability to responsibly manage his or her own financial affairs or the financial affairs of the business.) You can find public sanctions in the “CFP Board Public Disciplinary History.” Under the “Prior Bankruptcy Disclosure Procedures” that applied from July 2012 – June 2020, CFP Board published information about a CFP® professional’s verified single bankruptcy in a press release and on CFP Board’s website. These were disclosures, not discipline or sanctions, and remain on CFP Board’s website for 10 years. You may learn more about the disclosure procedures here. You can learn more information about a bankruptcy filing at the U.S. Court’s website. You will be required to register and pay a nominal fee to view the information on that website.