Unclaimed
Craig Gerald Walters is a financial professional with over 28 years of experience in the financial services industry. Craig is registered with Cetera Investment Advisers LLC, a firm with a strong reputation for providing comprehensive financial solutions. Craig has a deep understanding of various financial products and services, including fixed insurance sales, financial planning, and portfolio management. Craig's professional designations include Chartered Financial Consultant, demonstrating his commitment to ongoing education and professional development. Craig is committed to providing personalized financial guidance to help clients achieve their financial goals.
Box Elder, SD
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.
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
SD
08/10/2023 - Present
Cetera Investment Advisers LLC (Box Elder SD)
MN
03/30/1995 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BRAINERD MN)
MN
01/26/1996 - 10/18/2021
CRI SECURITIES, LLC (BRAINERD MN)
BC
Issued 3/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 3/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Walters is the right advisor for you? Invested Better is here to help.