Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Kohler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Craig has been in the industry since 1994 and has a wide range of experience in the financial services industry. Craig's current firm is Wells Fargo Advisors Financial Network, LLC, but Craig previously worked for Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc.. Craig holds Series 7, 9, 10, 63, and 66 licenses and is registered in 16 states. Craig focuses on providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
AZ
01/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
MI
01/01/2008 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
MI
09/26/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GROSSE POINT WOODS MI)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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