Croker Group
Croker Group is a wealth management consulting and insurance solutions firm that works with you to dissect your overall portfolio to identify any inefficiencies and gaps. Once our team has properly analyzed your current portfolio, through Lincoln Investment, our financial professionals build out a custom list of funds, services, and products to help you achieve your specific goals. Our most fundamental practice at Croker Group is our ability to leverage your short-term risk to help secure your long-term financial flexibility. Our fiduciary based financial advisors stand out from the rest, as we work with you to create a custom goal-driven plan. We grow when you grow. Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, Croker Group and the above firms are independent and non-affiliated. Property/Casualty and Key Person insurance are offered through, or supervised by The Lincoln Investment Companies.
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Verified contacts
3
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
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Distinct roles
3
indexed titles
Tech stack
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Monthly traffic
33
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- CH
Chris Haas
Executive Vice President, Wealth Management · Finance & Accounting
EmailPhone - AA
Aj Andresen
Senior Vice President of Wealth Management · Finance & Accounting
EmailPhone - MC
Michael Croker
President, Wealth Management · Finance & Accounting
EmailPhone
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Top roles at Croker Group
3 distinct titles indexed · top 3 shown.
- 1executive vice president, wealth management
- 1president, wealth management
- 1senior vice president of wealth management
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