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Brian Grant Craig

Wintrust Investments LLC

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About Brian Grant Craig

Brian Craig is an investment advisor representative and financial planner with over 15 years of experience. Brian Craig is currently registered with Wintrust Investments LLC, and has previously worked with Morgan Stanley and Citigroup Global Markets Inc. Brian Craig is also licensed to sell securities in Florida, Iowa and Wisconsin. Brian Craig offers a range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Brian Craig is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Craig’s Registration & Firm History

WI

02/28/2017 - Present

Wintrust Investments LLC (APPLETON WI)

WI

06/01/2009 - 03/01/2017

MORGAN STANLEY (GREEN BAY WI)

WI

11/08/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)

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Licenses & Designations

BC

Issued 01/09/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/02/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/18/2002

Series 7 - General Securities Representative Examination

BC

Issued 07/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brian Grant Craig. Review regulatory record here.
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