Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Middendorf is a financial professional with over 20 years of experience in the financial services industry. Craig is a Registered Representative and Investment Advisor Representative. Craig has worked with Independent Financial Partners, LPL FINANCIAL LLC, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, OLIVE CORPORATE FINANCE LLC and FIRST INVESTORS CORPORATION. Craig is a Certified Financial Planner and has a Series 6, 7, 63, and SIE licenses. Craig's areas of specialization include retirement planning, college savings, estate planning, insurance, and investment management. Craig is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
KY
01/19/2017 - Present
Independent Financial Partners (FLORENCE KY)
KY
12/16/2011 - 05/23/2019
LPL FINANCIAL LLC (FLORENCE KY)
OH
12/17/2001 - 12/23/2011
METLIFE SECURITIES INC. (CINCINNATI OH)
OH
12/17/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CINCINNATI OH)
MO
01/10/2001 - 05/09/2001
OLIVE CORPORATE FINANCE LLC (SPRINGFIELD MO)
NA
08/08/1983 - 01/31/1985
FIRST INVESTORS CORPORATION
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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