Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Donald Ostrom is a financial advisor who has been in the industry since August 1996. Craig is currently registered with Northland Securities, Inc. and has a history of working with multiple firms in the financial industry. Craig has a Series 7, 24, 31, and 63 license as well as a Series 65 license and the SIE Exam. Craig specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Craig is a registered investment advisor and has been active in the industry for over two decades, helping clients across various 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research 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.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
WI
09/13/2016 - Present
Northland Securities, Inc. (MILWAUKEE WI)
WI
03/05/2004 - 12/31/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (MILWAUKEE WI)
IL
06/04/2002 - 03/03/2004
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
MO
02/03/1997 - 06/05/2002
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
08/14/1996 - 01/31/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 09/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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