A complete list of active advisors currently associated with Kropog FInancial Group, LLC

Warmer can help you find a great advisor at Kropog FInancial Group, LLC or one who fits your needs even better.

Kropog Financial Group, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses and retirement plans. The firm typically constructs portfolios using low-cost ETFs and may also employ mutual funds, individual stocks, REITs and alternative investments, as described in its Form ADV. The adviser describes a primarily long-term investment orientation while allowing shorter-term trading for rebalancing or client objectives, and it applies a mix of fundamental, technical, cyclical, behavioral and charting analysis in developing recommendations. It also serves in a fiduciary capacity for retirement plans under ERISA and conducts ongoing monitoring with formal reviews generally at least annually. The firm’s brochure discloses several features that are less common among peers: Kropog Financial sponsors a wrap fee program that bundles securities transaction costs into its advisory fee, and it publishes performance information that includes hypothetical results. The brochure also explains that advisory persons are registered representatives of LPL Financial and that the firm receives institutional platform services and other benefits from that relationship, which the adviser discloses and describes how it manages.

To learn more about the advisors currently working at Kropog FInancial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.