Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Knutilla is a financial advisor with Gallagher Fiduciary Advisors, LLC located in Rolling Meadows, Illinois. Craig has been in the financial services industry for over 16 years, with experience at various firms such as TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, and GBS RETIREMENT SERVICES, INC. Craig holds Series 6, 63, and 65 licenses and the SIE designation, enabling Craig to provide investment advice to individuals and businesses. Craig specializes in financial planning, pension consulting, and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
IL
04/04/2022 - 02/16/2024
TRIAD ADVISORS LLC (Rolling Meadows IL)
IL
01/05/2007 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)
IL
04/18/2006 - 12/31/2006
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
IA
Issued 11/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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