Unclaimed
Craig Friedrichsen is an experienced financial advisor with over 25 years of experience in the industry. Craig has a strong background in financial planning, portfolio management, and insurance. Craig is currently registered with LPL Enterprise, LLC and has previously been registered with VOYA Financial Advisors, Inc., H&R Block Financial Advisors, Inc., and ING Financial Advisors, LLC. Craig holds the Series 6, 7, 63, 65, and SIE licenses. Craig is also a Certified Financial Planner. Craig is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/14/2024 - Present
LPL Enterprise, LLC (ST LOUIS MO)
KS
10/09/2008 - 12/18/2020
VOYA FINANCIAL ADVISORS, INC. (TOPEKA KS)
KS
12/15/2005 - 10/15/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
CT
07/23/1996 - 12/16/2005
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 07/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1999
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 07/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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