Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Soehl is a financial advisor with LPL Financial LLC in MARSHALL, MN. Craig has been in the financial industry since December 2004. Craig has a Series 6, 7, and 63 license as well as the SIE. Craig has been registered with LPL Financial LLC since April 2021. Prior to joining LPL Financial LLC, Craig was registered with PRINCIPAL SECURITIES, INC., ASKAR CORP., and PRINCOR FINANCIAL SERVICES CORPORATION. Craig provides financial advice and services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
04/26/2021 - Present
LPL Financial LLC (MARSHALL MN)
MN
01/31/2011 - 05/05/2021
PRINCIPAL SECURITIES, INC. (MARSHALL MN)
MN
08/18/2008 - 02/15/2011
ASKAR CORP. (MARSHALL MN)
MN
12/13/2004 - 08/20/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MARSHALL MN)
BC
Issued 12/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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