Erin Michelle Crumly

Current Employers

Employment History

• 01/2013 → Present
  Evergreen Wealth A/K/A Crumly & Assoc.,Inc. & Troxell Financial
  Springfield, IL

Other Businesses

(1.) NAME OF OBA: ST. PATRICK'S CATHOLIC GRADE SCHOOL; ADDRESS OF OBA: SPRINGFIELD, IL 62703; NATURE: PRE K THROUGH 5TH GRADE ELEMENTARY SCHOOL (501(E)(3) STATUS); INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: MONITOR ALL FINANCIAL BOOKS AND RECORDS, MONITOR SCHOOL'S BOOKKEEPER, REPORT TO FINANCE COMMITTEE AND SCHOOL BOARD, AND SIGN CHECKS WHEN NECESSARY; START DATE: 01/2016; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: 5945 SAND WEDGE LLC; ADDRESS OF OBA: NAPLES, FL 34103; NATURE: RENTAL REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MANAGING MEMBER; DUTIES: MANAGE ALL INCOME & EXPENSES RELATING TO REAL ESTATE HOLDINGS, VOTE ON DECISIONS AS NEEDED, WORK DIRECTLY WITH CPA FOR REQUIRED FILINGS; START DATE: 09/2022; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS OF OBA: SPRINGFIELD, IL 62704; NATURE: SELLING FIXED PRODUCTS; INVESTMENT RELATED: NO; TITLE WITH OBA: INDEPENDENT INSURANCE AGENT; DUTIES: SELLING FIXED PRODUCTS; START DATE: 2013; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2.5; (4.) NAME OF OBA: 1200 CENTRE WEST LLC; ADDRESS OF OBA: SPRINGFIELD, IL; 62704; NATURE: REAL ESTATE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: MANAGEMENT; START DATE: 08/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (5.) NAME OF OBA: SACRED HEART-GRIFFIN FINANCE COMMITTEE; ADDRESS OF OBA: SPRINGFIELD, IL 62702; NATURE: MEMBER OF THE FINANCE COMMITTEE FOR A COLLEGE PREPARATORY HIGH SCHOOL; INVESTMENT RELATED: YES; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: THE FINANCE COMMITTEE OVERSEES THE EXTERNAL INVESTMENT ADVISOR, WHO IS RESPONSIBLE FOR MANAGING THE PORTFOLIO. THE FINANCE COMMITTEE MEETS REGULARLY TO DISCUSS AND REVIEW THE ENDOWMENT AND INVESTMENT PORTFOLIOS; START DATE: 09/03/2024; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-24

Designations

Other Names

• Erin M Crumly