Unclaimed
Craig Albert Wassenaar is a financial advisor with Cambridge Investment Research Advisors, Inc.. Craig is a CERTIFIED FINANCIAL PLANNER™ professional with over 27 years of experience in the financial services industry. Craig is registered to offer securities and investment advisory services in 16 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Pella IA)
IA
11/03/2014 - 11/01/2017
INVESTMENT CENTERS OF AMERICA, INC. (Pella IA)
IA
01/02/2004 - 11/13/2014
LPL FINANCIAL LLC (PELLA IA)
AZ
06/12/1995 - 01/06/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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