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Craig Andrew Roncaioli

Redhawk Wealth Advisors, Inc.

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About Craig Andrew Roncaioli

Craig Andrew Roncaioli is a financial advisor with Redhawk Wealth Advisors, Inc. Craig has been in the financial services industry since 1990. He has experience working with individuals, families, and businesses. Craig is a Chartered Financial Consultant and holds Series 6, 7, 63, and 65 licenses. Craig is dedicated to helping clients reach their financial goals.

Firm Information

Craig Roncaioli is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Craig Roncaioli’s Registration & Firm History

CT

04/15/2019 - Present

Redhawk Wealth Advisors, Inc. (West Hartford CT)

CT

05/14/2001 - 07/02/2007

SECURITIES SERVICE NETWORK, INC. (GLASTONBURY CT)

MA

03/01/1996 - 05/22/2001

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

04/04/1995 - 03/01/1996

G. R. PHELPS & CO., INC.

SD

08/10/1993 - 03/02/1995

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NA

04/15/1993 - 08/09/1993

G. R. PHELPS & CO., INC.

SD

03/11/1991 - 04/05/1993

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

FL

05/07/1990 - 02/05/1991

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

MA

07/05/1985 - 04/18/1990

SMA EQUITIES, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 02/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/02/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Andrew Roncaioli.
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