Business ProfileforTrulip Planning, LLC
At-a-glance
Customer Reviews are not used in the calculation of BBB Rating
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Overview
Business Details
- Location of This Business
- 2734 Chancellor Dr Ste 110, Crestview Hills, KY 41017-5409
- BBB File Opened:
- 5/7/2020
- Years in Business:
- 5
- Business Started:
- 3/1/2019
- Business Incorporated:
- 3/13/2019
- Accredited Since:
- 5/11/2020
- 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
These agencies may include:
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.These agencies may include:
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.These agencies may include:
Kentucky Department of Insurance
215 W Main Street PO Box 517
Frankfort KY 40602
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- Trulip Retirement Planning
- Trulip Retirement Education
- Business Management
- Mr. Casey Croysdale CFP, Co-Owner
- Mr. Justin McGuffey, Co-Owner
- Contact Information
Principal
- Mr. Casey Croysdale CFP, Co-Owner
Customer Contact
- Mr. Casey Croysdale CFP, Co-Owner
- Additional Contact Information
Phone Numbers
- (513) 571-0472Other Phone
Email Addresses
- Sales
- Technical Support
- (513) 571-0472
Customer Complaints
0 Customer Complaints
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