About
Overview
Trulip Planning, LLC
2734 Chancellor Dr Ste 110
Crestview Hills, KY 41017-5409
BBB Accredited Since: 5/11/2020
Years in Business: 6
BBB Accreditation & Rating
About This Business
Business Details
- Local BBB:
- BBB Cincinnati
- BBB File Opened:
- 5/7/2020
- Business Started:
- 3/1/2019
- Business Incorporated:
- 3/13/2019
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Trulip Retirement Planning
- Trulip Retirement Education
- Business Management:
- Mr. Casey Croysdale CFP, Co-Owner
- Mr. Justin McGuffey, Co-Owner
Additional Contact Information
- Principal Contacts
- Mr. Casey Croysdale CFP, Co-Owner
- Customer Contacts
- Mr. Casey Croysdale CFP, Co-Owner
- Additional Phone Numbers
- Other Phone: (513) 571-0472
- Additional Email Addresses
- Sales: Email this Business
- Technical Support: Email this Business
- Customer Service: Email this Business
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 4220694 for this business, issued by SEC -US Securities and Exchange Commission
SEC -US Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
BBB records show a license number of 913699 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 12/31/2025.
Kentucky Department of Insurance
215 W Main Street PO Box 517
Frankfort KY 40602
BBB records show a license number of 1033015 for this business, issued by Kentucky Department of Insurance. The expiration date of this license is 3/31/2025.
Kentucky Department of Insurance
215 W Main Street PO Box 517
Frankfort KY 40602
Additional Information
- Other Resources
- BBB has partnered with the FINRA Investor Education Foundation to give you tools and information to help you better protect and manage your money. Visit https://www.bbb.org/council/smart-investing for more information.
- Insurance, Indiana Department of
311 West Washington, Suite 300
Indianapolis IN 46204
Phone Number: 317-232-2395
http://www.in.gov/idoi/
[email protected] - Kentucky Department of Insurance
215 West Main Street
Frankfort KY 40601
Phone Number: 800-595-6053
http://insurance.ky.gov/kentucky/ - Ohio Department of Insurance
50 W. Town Street
Columbus OH 43215
Phone Number: 800-686-1526
http://www.insurance.ohio.gov
More Resources
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