Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Joseph Oeffling is a financial professional with over 10 years of experience in the industry. Currently, Craig is a registered representative with Charles Schwab & CO., Inc. Previously, Craig worked with OppenheimerFunds Distributor, Inc. Craig holds multiple industry licenses, including Series 6, Series 26, Series 51, and SIE. Craig specializes in providing financial planning and investment advice to clients.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/08/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
04/15/2008 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 02/13/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/29/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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